Many people turn to a financial advisor to explore the best options for investing their money. They may be interested in stocks, bonds and mutual funds, or trying to decide how much to donate to their favorite charities.
But what about folks who are merely trying to make ends meet – those who have little or no savings? They may be worried about what will happen after retirement, or how they will afford to send their children to college.
Whether you’ve “struck oil and have lots of money” or have “no money and want to start saving for a future you can rely on,” LPL Financial Advisor Christi Staib, founder of Staib Wealth Management in Dallas, says it’s all about examining where you’re at right now, determining where you want to be – then utilizing the tools that are available to get you there.
“I sit down with my clients to determine exactly what they need. I look at your unique financial situation, your goals – and then I find the tools that can take you where you want to go,” Staib said. “As an independent advisor, I show you how to help maximize all the tools and products at your disposal. And I can feel good knowing I’m doing what’s right for you.”
Staib credits her father and grandfather, who were also professionals in the field, for teaching her the principles of finance at a very young age. She began working for big Wall Street firms nearly 12 years ago, but launched Staib Wealth Management in 2010. It was a move she hadn’t necessarily planned on.
“Out of tragedy, I was able to get some clarity and meaning in life,” Staib explains. “My then husband, Rick, and I were scuba diving with my family. My husband had an accident and drowned. Obviously, it was very sudden and turned my life upside down.”
Staib experienced firsthand the challenges of having to adjust to a new financial situation. She attended counseling, joined support groups for widows, and soon discovered that she was helping others who were facing financial difficulties while grieving the loss of a loved one.
“It was very fulfilling and gave me purpose so I decided to go full-time with my own financial management firm,” Staib said. “I’ve gone through probate court, worked with attorneys, learned what wills do and don’t do, what trusts do and don’t do – and I’m better prepared to help others.”
Through LPL Financial, Staib assists with estate planning, college planning, portfolio management and life insurance – while focusing on being as tax efficient as possible. In 2011, she was nominated for and is now a member of The Society of International Business Fellows. She earned the Five Star Wealth Manager Award for 2009, 2010 and 2011. And now, Staib Wealth Management has been recognized as a True Blue Business.
“It’s rewarding to be recognized within the DFW community for being ‘True Blue’ to the clients we serve,” Staib said. “That means I’m doing the right thing for the right reason, and I’m very honored.”
Staib gives back to the community through educational seminars and the support of charitable organizations, including Heifer International, Galapagos Conservancy, Susan G. Komen, Cure Cancer Foundation, Prince of Peace Community Church, and Attitudes and Attire.
Securities and Advisory services offered through LPL Financial a Registered Investment Advisor. Member FINRA/SIPC.
Staib Wealth Management is located at 17304 Preston Road, Suite 800, Dallas,TX75252. Contact Christi Staib at 972-608-2624 or StaibWealthManagement.com.
To inquire about the True Blue Business Recognition Series, email firstname.lastname@example.org.