Paul Staib (BS, CFP®, MBA, RICP®)
Paul Staib focuses in the
following client markets or areas of practice:
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
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.
We provide objective, fee-only, personal financial advice you can trust.
Our team of Certified Financial Planners (CFP®) specializes in providing highly personalized comprehensive financial planning, retirement planning, and investment management to better help you and your family meet these goals. 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.
Additional Information
Staib Financial Planning, LLC is an independent, fee-only, financial planning firm. We are dedicated to providing competent, unbiased, personal financial and investment management advice for an affordable price. Our comprehensive financial planning, retirement planning, and investment management services are easily customizable to meet each of our client's specific needs. Our service offerings may include all or a portion of the following: Retirement Planning, Education Planning, Investment Planning and Management, Tax Planning, Estate Planning, Cash Flow Management, and other specific areas of a client's financial concern. For purposes of better understanding your unique needs, Staib Financial Planning, LLC offers an initial no-obligation, introductory meeting. Please visit www.staibfinancialplanning.com for additional information.
NAPFA Start Date
December 22, 2004