Investment Management, Wealth Management College & Retirement Planning
...objective, personal, affordable.
At Staib Financial Planning, LLC (SFP), achieving your financial goals is our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you including financial independence, a secure and comfortable retirement, college educations, or whatever your specific financial goals.
Our mission is to help our Denver and Littleton area clients achieve their personal financial goals by providing them with objective, personal financial planning, investment management, and wealth management advice they can trust for an affordable price. Our team of Certified Financial Planners (CFP) specializes in providing highly personalized comprehensive financial planning and investment management services to better help you and your family meet your financial goals.
Financial Planning — Whether your needs span the entire spectrum of financial planning related disciplines or just a few targeted areas, we can provide a customized solution to best meet your unique situation and financial goals.
Investment Management — We work closely with you to evaluate your financial situation and define your goals. Then we develop and implement an investment plan to help you reach your goals. Our investment management services include the overall analysis and on-going management of your investment portfolio including stocks, bonds, mutual funds, ETFs, 401ks, IRAs, real estate, and more.
Wealth Management — Our Wealth Management services combine our Financial Planning and Investment Management services into a single comprehensive offering, making it an ideal solution for clients looking for a comprehensive, full service solution for their financial needs.
Retirement Planning — Whether you are recently entering the workforce, considering transitioning into retirement, or already retired, we can help you prepare for and achieve your retirement goals.
College Education Planning — From 529 Plans and Coverdale Accounts to custodial accounts, bonds, and low-cost loans, we can help you develop and implement a strategy to provide the vital higher education that you, your children, or grandchildren will require.
We operate by a set of core principles which differentiate us from other financial planners and provide our clients unbiased, independent advice they can trust. As fee-only financial planners, Staib Financial Planning employees do not sell products or receive commissions of any sort, so we are freed from any potential conflicts of interest regarding compensation. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first.
We invite you to schedule a complimentary, no-obligation Introductory meeting. At this meeting you will get to know us and how we can help you, and we will learn more about you, your values, and your financial goals.
Contact us at (303) 346-5336 to get started!
...Objective, personal financial advice you can trust, at an affordable price...
Staib Financial Planning, LLC Highlands Ranch, CO 80126 Phone 303.346.5336 Fax 303.496.6663 PStaib@StaibFinancialPlanning.com
