Dedicated to Your Peace of Mind
Independent, education-first guidance for retirees and pre-retirees.
Who We Are
We’re a retirement-focused advisory team serving Southern Utah and surrounding communities. Clients choose us for clarity—thoughtful planning, straight talk, and a commitment to their best interests.
How We're Different
- Process over products: education and planning come first
- Tax-aware strategies to help maximize lifetime income
- Clear communication, ongoing reviews, and proactive adjustments
Meet Collin Stauffer
Founder & Financial Advisor
Collin Stauffer
Entrepreneur / Financial Advisor
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.
“All human wisdom is contained in these two words,—’Wait and hope.'”
— The Count of Monte Cristo
Northern Utah
Rhett West
Planning Assoc. / Financial Advisor
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Savanna Toussaint
Operations Director
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Colby Chatwin
Marketing Manager
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Southern Utah & Nevada
Elizabeth Stauffer
Chief of Staff
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Jonathan Aloi
Marketing Manager / Seminar Liaison
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Colleen Hampton
Office Manager
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Hydie Brooksby
Executive Assistant
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Carina Garcia
Client Support Specialist
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Strategic Partners
Braden Bangerter
Lawyer
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Adrienne Bangerter
Executive Assistant
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Cara
TBD
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