Financial Planning

Offering independent solutions through our comprehensive personal financial planning services.

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We Offer High-Value Services Tailored to Meet Your Specific Needs

We offer comprehensive financial planning, retirement planning, and investment management services to all of 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 services are tailored to provide financial services that help you achieve your most important goals.  Since each financial decision tends to impact other areas, 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.

A Comprehensive Financial Plan Consists of Many Important Parts.

Cash Flow Management

Your personal cash flow statement measures your cash inflow (income) and outflows (expenses).  Your net worth statement contains what you own (your assets), and what you owe (your liabilities).  Together, these are the foundation of your financial plan, detailing the resources available to pursue your financial goals

Retirement Planning

Planning and preparing for your post-employment life.  For many, retirement is your largest and most significant and long-term financial objective

Education Planning

Planning and saving for the education of your children, grandchildren, or yourself, while considering Financial Aid

Investment Management

Implementing an appropriate, well-diversified, low-cost, personalized investment portfolio to achieve your financial goals

Tax Planning

Achieving your personal financial goals in a tax-efficient and effective manner

Risk Management

Identifying, managing, and mitigating the risks which could potentially derail your personal financial plan.  This is often accomplished via insurance, such as life, disability, and Long-Term Care, etc.

Estate Planning

Making arrangements for the benefit and protection of your heirs and dependents - including the transfer of assets in an efficient and effective manner

Contact Us Today for a Free Introductory Meeting

Our financial planning services are as unique as your situation.  No matter where you are in your financial journey, we'll tailor our services to fit your specific needs.  We understand that everyone has different goals and perspectives, and no matter what you're looking to achieve, we'll help you get there.  We offer a free, no-obligation Introductory Meeting for purposes of helping us get to know you and understand your unique situation and goals.   Get in touch today to learn how Staib Financial Planning, LLC can help you achieve your financial goals.