Paul Staib (BS, CFP®, MBA, RICP®)
Paul Staib focuses in the
following client markets or areas of practice:
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Our team of Certified Financial Planners (CFP®) specializes in providing highly personalized comprehensive financial planning, retirement planning, tax planning, and investment management on a flat fee only basis to help you meet your 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.
Achieving your financial goals is our highest priority. We have the knowledge, experience, and integrity to help you retire with comfort and confidence.
Additional Information
Staib Financial Planning, LLC is an independent, flat 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, tax planning, and investment management services are easily customizable to meet each of our client's specific needs.
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
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