Fee-Only Financial Planning
For Individuals & Couples Over Age 50
In Dayton & Southwest, Ohio

Bridging The Gap Between Your Retirement Dreams and RealitySCHEDULE YOUR INTRODUCTORY CALL

Fee-Only
Financial Planning
for Individuals & Couples
Over Age 50 in Dayton
& Southwest, Ohio

Bridging The Gap Between
Your Retirement Dreams
and RealitySCHEDULE YOUR INTRODUCTORY CALL
Our process is designed
to help make your dream
future a reality

Align Your Money

Feel confident that your
investments are specifically
focused to help you achieve
your goals

Invest With
Purpose

Taxes are a necessary
part of life but you
don’t have to
leave the IRS a tip

Reduce Taxes

Our process
is designed
to help make
your dream
future a
realityAlign Your
MoneyFeel confident
that your
investments are
specifically
focused to
help you
achieve your
goalsInvest With
PurposeTaxes are a
necessary
part of life but
you don’t
have to
leave the
IRS a tipReduce
Taxes

We Do Our Best Work With Individuals & Couples Who…

  • Have a total household income of around $200,000 or more and want to simplify and align their financial life with their goals
  • Would prefer to work with a fee-only financial advisor, fee-only financial planner, or fee-only CFP® professional in a fiduciary relationship
  • Want a clear plan for income from their investments at retirement including a strategy for handling down markets
  • Live in Dayton & Southwest, Ohio and wonder if they can afford to retire early or move to a dream destination
  • Would prefer to pay less in taxes during retirement and would like tax planning help from their financial advisor
LET’S GET THE DISCUSSION STARTED

We Do Our Best Work With Individuals & Couples Who…

  • Have a total household income of around $200,000 or more and want to simplify and align their financial life with their goals
  • Would prefer to work with a fee-only financial advisor, fee-only financial planner, or fee-only CFP® professional in a fiduciary relationship
  • Want a clear plan for income from their investments at retirement including a strategy for handling down markets
  • Live in Dayton & Southwest Ohio, and wonder if they can afford to retire early or move to a dream destination
  • Would prefer to pay less in taxes during retirement and would like tax planning help from their financial advisor
LET’S GET THE DISCUSSION STARTED

Why Stage Ready Financial Planning?

Fiduciary Partnership

We serve our Dayton & Southwest, Ohio clients acting only in their best interest as their trusted fee-only advisor for each STAGE of life

Fee-Only Advice

Fee-only financial planners & fee-only financial advisors are proud to offer objective guidance with transparent pricing and never accept commissions. The fee-only model is something we believe strongly in

CFP® Professional

CERTIFIED FINANCIAL PLANNER™ professionals are committed to high ethical standards and a commitment to offering the best advice possible

As A Fiduciary Financial Planning Firm, Retirement Planning Is Our Specialty

Stage Ready Financial Planning is a fee-only financial planning firm based in Dayton, OH proudly serving individuals & couples over age 50 looking to retire early or at just the right time to live their dream life.

Whether those dreams include escaping the midwest winters or simply living a life of happiness and abundance, we are here as your trusted partner to help prepare you for the next STAGE of life.

LEARN ABOUT OUR PROCESS

Our Dayton & Southwest, Ohio Financial Planning Services Include

Retirement Planning

We help our Dayton & Southwest, Ohio clients retire early or at the “just-right” time with confidence. As fee-only advisors, we love to work with clients planning for retirement as well as those who have already retired

Income Planning

As a fiduciary financial planning firm, we help our clients piece together a clear retirement income strategy. Financial advisors can help optimize clients resources to make sure their income meets their goals and won’t be outlived

Tax Planning

Taxes are a necessary part of life but annual tax planning can help you avoid leaving the IRS a tip. Personal financial advisors help clients reduce their tax liability where possible through tax planning

Investment Management

As fee-only planners, our investment management services help clients focus and simplify their investment strategies with a focus on low costs and diversification

Social Security & Medicare Planning

We help our clients select the right time to draw and maximize social security income as well as budget for the medicare plan that fits their needs

Insurance & Estate Planning

CERTIFIED FINANCIAL PLANNER™ professionals know that plans don’t always go as expected. We help our clients protect their love ones

Are You Prepared For Retirement?

Download Our Free “Retirement Ready Checklist” And Make Sure You Are On The Right Track

Are You Prepared For Retirement?

Download Our Free “Retirement Ready Checklist” And Make Sure You Are On The Right Track