Fee-Only Financial Planning For Retirement Savers Over Age 50 In Dayton & Southwest, Ohio

Retire With Confidence &
Live Your Ideal Lifestyle

You’re Age 50+ & You’ve Saved $750,000+ for Retirement, But You Have Questions...

Retiring Successfully

How soon can I retire and live my ideal lifestyle?

Investing With Confidence

Are my investments set up correctly to support my retirement income?


Reducing Taxes

How can I reduce taxes in retirement?

Achieve Financial Confidence
& Peace of Mind

Whether your ideal retirement includes escaping the Midwest winters or simply living a life of happiness, we are here as your trusted financial partner to help you prepare for the next STAGE of life.

Retirement Planning

Our passion is to help you retire the way you want, with confidence. As fee-only financial advisors, we will guide you through every step of your financial journey, ensuring you can confidently live your ideal retirement. If you're already retired, we'll help refine your strategy so that you have the peace of mind that you are looking for.

THE STAGE READY FINANCIAL PLANNING DIFFERENCE

Get the Support You Need

Fiduciary Partnership

We are proud to serve the Dayton & Southwest, Ohio communities as fiduciaries. With Stage Ready Financial Planning, you can feel confident knowing that your financial advisor puts your best interest first.

Fee-Only Advisor

Our fee-only service model offers you objective advice with transparent pricing. We never accept commissions. Have peace of mind knowing that we will be your trusted fee-only financial planner.

CFP® Professional

As CERTIFIED FINANCIAL PLANNER® professionals, we are committed to the highest ethical standards and strive to offer you the best advice to help you reach your financial goals.

We are proud members of
Certified Financial Planner

Client Retirement Success Stories

We know the transition to retirement
can feel uncertain and complex...

Planning For Retirement

Laura & Steve

Laura (age 58) & Steve (age 60) are getting serious about retiring while they are healthy to travel, spend time with family, & go hiking in their favorite national parks. They aren’t sure if they’ve saved enough to support their ideal lifestyle and are worried about building a reliable income from their investments that can weather volatile markets.

Interested
in Working Together?

Get started in
3 easy steps

Schedule Your Intro Call

Step 1

A Conversation, Not a Sales Pitch

We start with a relaxed introductory call. This is all about you – your goals, your concerns, your questions. We'll see if we're a good fit for each other. No pressure, just an open conversation.


Step 2

A Glimpse into the Possibilities

If we both feel good about moving forward, we'll create a personalized, high-level planning overview for you. This gives you a taste of our approach and the value we can provide. And it's yours to keep, no strings attached.

Step 3

Your Vision, Our Guidance

We'll review your planning overview together and discuss how we can help you focus on your ideal retirement lifestyle and worry less about your finances. Imagine the freedom and peace of mind that come with having a trusted partner by your side.

Retirement Planning Is Our Specialty

Stage Ready Financial Planning is a fee-only financial planning firm based in Dayton, OH, proudly serving retirement savers over age 50 ready to confidently transition into their ideal retirement.

You've worked hard for decades, and you want the freedom and peace of mind to live retirement on your terms by spending time with family and friends, traveling, and enjoying hobbies, free from financial stress.

The problem is that transitioning into retirement can feel uncertain and complex. You're wondering if you're truly ready to retire, how to reliably turn your savings into a lasting paycheck, if your investments are set up to support your needs, and how to minimize taxes for yourself and family.

We understand that these financial decisions weigh on you. At Stage Ready Financial Planning, we strive to help you feel secure and prepared. As your fee-only advisor, we will work with you to build a clear plan, align and manage your investments for income, and address tax efficiency, taking complexity and worry out so you can confidently live your ideal retirement.

Your Financial Partner Experience & Services

Are You Prepared For Retirement?

Download our free checklist "What Issues Should I Consider Before I Retire?" and make sure you are on the right track!

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Retire With Confidence &
Live Your Ideal Lifestyle

Schedule Your Intro Call