CFP®, MBA, RICP®
Staib Financial Planning, LLC
CFP®, MBA, RICP®
Staib Financial Planning, LLC
As a fee-only financial advisor, my focus is to offer unbiased, comprehensive, tax-efficient financial and investment management advice to help you navigate your way with confidence and clarity to a comfortable and secure retirement. - Paul Staib, CFP®, MBA, RICP®
Fee-Only Financial Advisor serving the greater Highlands Ranch | Littleton | Denver | Parker | Aurora, CO
Paul Staib is a fee-only financial planner with offices located in the Highlands Ranch, Littleton, Aurora, Parker, and Denver area. Staib Financial Planning provides comprehensive financial planning, investment management, and retirement planning to help clients navigate to and through retirement. As a fee-only, fiduciary, and independent financial advisor, Paul Staib is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Paul Staib, principal of Staib Financial Planning, LLC, founded the company in 2003 in an effort to turn his love of entrepreneurship, finance, and goodwill into his career. Paul received his MBA in Finance and Entrepreneurship from DePaul University, after initially completing his BS at the University of Dayton.
Paul lives in Highlands Ranch with his wife Jill and three children. When not at work, Paul enjoys training for and competing in triathlons, and coaching his children's sports teams.
Paul Staib is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Staib Financial Planning, LLC (SFP), achieving your retirement goals is our highest priority. Whether you're a few years from retiring, transitioning into retirement, or already retired, we have the experience, specialized expertise, and integrity to help you navigate your way with confidence and clarity to a comfortable and secure retirement.
Throughout retirement, you’re faced with important decisions that will determine your financial security and lifestyle for the remainder of your life. Many of your choices can be complex and irrevocable. Transitioning into retirement takes thoughtful preparation and it should be done in a coordinated and comprehensive manner.
We provide comprehensive, tax-efficient retirement planning and investment management services for a flat fee. Our services are designed to help you simplify the complicated, make smart and informed decisions, and avoid costly mistakes.
You’ve worked hard to save for your post-career life, we welcome the opportunity to help you ensure a comfortable and secure financial future.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Social Security Income Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Paul Staib is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Paul Staib is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Paul Staib is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Paul Staib is a Retirement Income Certified Professional® (RICP®)
A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
Paul Staib is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Paul Staib
9233 Park Meadows Drive
Lone Tree, CO 80124
4 West Dry Creek Circle
Littleton, CO 80120
6105 S Main Street
Aurora, CO 80016
10082 S. Fairgate Way
Highlands Ranch, CO 80126
7350 East Progress Place
Greenwood Village, CO 80111