Paul Staib
(BS, CFP®, MBA)
This advisor specializes in the following areas of expertise:
- Ongoing Investment Management
- Helping Clients Identify & Achieve Goals
- College/Education Planning
- Middle Income Client Needs
- Hourly Financial Planning Services
- 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.
Our team of Certified Financial Planners (CFP®) specializes in providing highly personalized financial planning and asset 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 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
Industry Start Date
January 01, 2003