Retirement Planning.

At Stauffer Retirement Planning we believe that retirement planning shouldn’t be laden with hidden fees and big box driven product agendas. We emphasize process over products making your goals our own. Together we design a financial plan unique to you to help fully realize your vision for a perfect retirement.

Education &

Peace of Mind.

Financial concepts and products are difficult to understand. Seemingly by design. Through education on the various financial options for your portfolio, we help you make informed decisions about your future. We reverse engineer your dream into a comprehensive goal-driven plan that is easy to understand.

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.

Get A Free Consult

Fill out the form below, and we'll be in touch as soon as possible to provide you with a free quote and answer any questions you may have. We look forward to serving you!

First Name

Last Name

Phone

I agree to receive scheduling notifications, transactional, and informational messages from Stauffer Retirement Planning and its partners about Home Cleaning. These messages may include text, calls, or prerecorded/artificial voice messages, sent via phone system, CRM, or ATDS. I confirm I’m using the number I own and provided, and I can unsubscribe anytime by texting 'STOP' to (801) 919-9187. This consent applies even if I’m on any Do Not Call list. I am at least 18 years old and have read the Privacy Policy. Msg&data rates may apply.

I Consent to Receive Occasional Marketing Messages from Stauffer Retirement Planning. You can reply Stop to unsubscribe at any time.

Get In Touch

Phone : (801) 919-9187