Services

Wherever you are in your financial journey, we offer a variety of financial services to help you achieve your personal goals.

Select a Service to Learn More

Financial Planning

You’re looking for assistance in all areas of your financial life. We can work together to create a comprehensive personal financial plan to achieve your financial goals.

Retirement Planning

Whether you're a few years from retiring, transitioning into retirement, or already retired, we'll help you navigate your way to a comfortable and secure retirement.

You want your investments to reflect your values and future needs, but you may not know where to start. We’ll help you implement a low-cost, broadly diversified investment portfolio that’s tailored to your unique goals.

Staib Financial Planning Services & flat Fee

Whether you’re looking for a comprehensive financial or retirement plan on a one-time or ongoing basis, we’re here to offer the customized solution and flat fee-only payment option that best meets your preference and unique needs.

Ongoing Services

$7,800 - $10,000+ /Year
Varies by Complexity

Our flat fee varies depending upon the scope, complexity, and level of services required.

This option is designed for retirees who recognize the value of partnering with a trusted professional advisor to provide services on an ongoing basis. Reducing the burden and complexity of managing your finances, and enabling you to enjoy your retirement comfortably and confidently.

Comprehensive Plan

$4,500 - $6,000
Varies by Complexity

Our comprehensive plan is offered at a one-time, flat fee that varies depending on the scope and complexity of the services required.

This option is ideal for those who wish to obtain a comprehensive retirement plan but are comfortable and confident in implementing, managing, and monitoring the plan on their own.