Ethical & Independent.

During Collin Stauffer’s tenure as a financial advisor he has worked for small financial boutiques and big box firms alike. While he found great purpose and gratification in helping his clients reach their financial goals, he also saw that company-centric agendas were often not in the best interest of his clients. Collin came to the realization that the only way to offer holistic, ethical retirement planning was to be truly independent and start his own company. With a client-centric focus, transparent fee structure, and forward thinking retirement planning philosophies, Collin founded Stauffer Retirement Planning to empower him to provide his clients with the retirement they deserve.

FAQS

What services does Stauffer Retirement Planning provide?

Stauffer Retirement Planning offers a comprehensive suite of financial services tailored to individuals approaching or in retirement. Their offerings include personalized retirement planning, investment management, tax-efficient strategies, estate planning, and educational seminars. The firm emphasizes a client-centric approach, ensuring that each plan aligns with the client's unique financial goals and life circumstances.

How does Stauffer Retirement Planning structure its fees?

The firm operates with a transparent fee structure, offering various compensation models to suit different client needs. These include asset-based fees, hourly charges, and fixed fees. This flexibility allows clients to choose a payment method that aligns with their financial situation and the complexity of services required.

What distinguishes Stauffer Retirement Planning from other financial advisory firms?

Stauffer Retirement Planning sets itself apart through its commitment to personalized service and continuous education. Founder Collin Stauffer is actively pursuing advanced studies in financial planning to enhance the firm's expertise. Additionally, the firm hosts educational seminars to empower clients with knowledge, ensuring they make informed decisions about their financial futures.

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