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.
Holistic. Transparent.
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.
You Provide The Dream
We Provide The Plan.
At Stauffer Retirement Planning, we believe everyone should be able to live the retirement they’ve worked so hard for. Our financial plan begins with understanding your retirement dream and preserving your lifestyle today with various income, tax, and insurance planning strategies. Next we look at growing your future with our investment planning expertise. Lastly, we ensure that your heirs are taken care of with legacy planning. We will walk you through every step of the process to ensure that you both understand and are comfortable with your individual plan.
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.
Collin Stauffer
Financial Advisor
I have found great purpose in helping my clients in retirement or who are preparing for retirement.
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.”
IN THE
MEDIA
KNRS Talk Radio 105.9FM
Saturdays @ 6PM
Upcoming
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Retirement Planning Seminar Hosted at BigShots Golf- St. George
