Collin Stauffer
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 came to the realization that independence and remaining a student of financial services would maximize the impact he had on his clients. For these reasons, he is currently enrolled in Utah Valley University’s Master of Financial Planning and Analytics while running his own practice Stauffer Retirement Planning.
Collin and his beautiful wife Elizabeth live in Washington, UT with their son, daughter, and two dogs. They are excited to keep growing their family and look forward to showing their children all that Southern Utah has to offer.
Some of Collin’s favorite hobbies include volleyball, hiking, movie watching, and reading. Collin’s life philosophy is derivative of a quote from his favorite book The Count of Monte Cristo; “all human wisdom is contained in these two words,—’Wait and hope.”
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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