Objective Advice You Can Trust: 303-887-9633

Our Services

Staib Financial Planning, LLC provides comprehensive financial planning and investment management services to all our clients.  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.

All of our strategies are tailored to provide ongoing financial services that help you achieve your most important goals.  Since each financial decision tends to impact others, we encourage you to consult with us regarding all of your needs so we can help you develop and implement a comprehensive and fully integrated solution.  Our services offered include:
·        Cash Flow Management,
·        Investment Management,
·        Retirement Planning – including
o   Saving for Retirement, and
o   Retirement Income Planning: for clients considering transitioning into, or those already in retirement,
·        College Education Planning,
·        Tax Planning,
·        Estate Planning,
·        Risk Management: including Life Insurance, Disability Insurance, Long Term Care (LTC) Insurance

Comprehensive Financial Planning

As an independentfull-service firm, we provide open solutions that are not limited to particular companies or product groups. This means we can recommend and implement those solutions that have the highest probability of producing the results you need to achieve your specific goals.Whether you’re looking for a second opinion on your 401(k) investments or for ongoing comprehensive financial planning services, we can easily customize our services to meet your unique circumstances and set you on a path to achieve your financial goals.

Areas We Serve

Staib Financial Planning, LLC strives to make meeting with us convenient and easy. We offer many locations around the Denver area other than our main office, serving Highlands Ranch, Lone Tree, Centennial, Littleton, Parker, Aurora, Denver and surrounding communities.

Click Here for more details about alternate locations from our main office.

Where We Are