Staib Financial Planning
Tax-Efficient Retirement Planning and Investment Management for a Flat Fee to help you navigate life’s most exciting transition.
We Know Retirement Planning...
After all, we've been providing services since 2003!
Staib Financial Planning, LLC provides comprehensive, tax-efficient retirement planning and investment management services for a flat fee to help clients achieve their personal financial goals. Our financial advisors are Flat Fee-Only, independent fiduciaries that you can trust to offer unbiased advice in your best interest.
Our offices are located throughout the south Denver metro area, enabling us to conveniently serve clients in Highlands Ranch, Littleton, Lone Tree, Aurora, Parker, Denver Tech Center, Centennial, Castle Pines, and surrounding communities. We also work with US based clients virtually.
Get in touch with us today to schedule a time to discuss how we can help you achieve your personal financial goals.
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Our Difference ... & the Benefits for You
No two financial advisors are the same. We each have our own approaches, offerings, expertise, and experience. There are several qualities which sets Staib Financial Planning apart … each providing value for you.
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Specialized
Retirement-income planning is a specialty at Staib Financial Planning. Knowing how to tax-efficiently turn your savings into retirement income that lasts, and keeps pace with inflation, requires a skill set that not many financial advisors possess. We specialize in it!
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Personalized
Your situation is unique. Your retirement plan should be, too. We take a client-first approach, partnering closely with you to understand your personal needs, values, and goals, and to create a retirement plan tailored towards achieving your goals
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Comprehensive
From Social Security timing, to tax-efficient withdrawal strategies, to investment management, to health care planning – Our services are designed to help you navigate the complexities of retirement. Together we develop, implement, and maintain an efficient comprehensive plan to achieve your short-term needs and long-term retirement goals
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Independent
Not affiliated with any brokerage firm, bank, or insurance company - enabling unconstrained recommendations based on the best solutions available for achieving your personal retirement goals
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Flat Fee-Only
Compensated ONLY by you, our client, directly and transparently. We don't accept commissions from anyone and we won't sell you any products. Our goal is to create long-term relationships built on trust and objectivity.
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Fiduciary
Legally sworn and obligated to always place your interest first, ahead of our own, at all times. All recommendations are made solely with your best interests in mind - leading to the utmost trust and confidence
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Credentialed
Paul Staib has earned and maintains a combination of industry leading designations focused on comprehensive tax-efficient retirement planning:
CFP® - CERTIFIED FINANCIAL PLANNER™
RICP® - Retirement Income Certified Professional®
MBA – with a concentration in Finance and Entrepreneurship
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Expertise
Providing services since 2003, we have extensive experience and specialized expertise in helping our clients navigate to and through retirement with confidence. We have in-depth knowledge of how to optimize your income – including Social Security and pension benefits, tax minimization, and withdrawals from your investment portfolio.
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Social Security
We have in-depth knowledge of how to maximize your Social Security benefits, which are likely to be a foundational component of your retirement plan
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Tax Planning
Tax efficiency is an essential component of our planning process. We include tax minimization strategies into all aspects of our services and employ a thoughtful approach intended to maximize your after-tax income throughout your retirement
Are You Ready To Pursue Your Financial Future?
Contact us to take the next steps towards financial independence.