Joseph Eck, Cfp® Email & Phone Number

Dayton, Oh, Us

Dayton, Ohio, United States

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 with confidence to live their ideal life.At Stage Ready Financial Planning, we know you want to have the freedom and peace of mind to spend your ideal retirement with the people you care about, doing the activities you love most. The problem is that you aren’t sure if you are on the right track with your retirement savings goals, you’re worried your investments aren't set up correctly to support your income needs, and you’d really like to pay less in taxes so that you and your family can keep more of your hard earned money. We know how financial worries can prevent you from confidently living your ideal lifestyle. As fee-only financial advisors, we are passionate about creating a plan to eliminate your worry and put you on a path to living your best retirement life. JOSEPH A ECK, CFP®Since 2015, Joe has helped families align their financial resources with their retirement dreams. Prior to founding Stage Ready Financial Planning, he worked as a Financial Planner in Dayton, OH at a large financial services firm. With a past career in education, Joe is a big believer in making sure his clients have the education necessary to make great decisions about their finances. He look forward to continuing to serve families in Ohio and beyond while combining his love for teaching and passion for financial freedom. In addition to his years of experience, Joe has earned degrees from Wright State University, the University of Houston, and an Executive Certificate in Financial Planning from Xavier University. He is also a CERTIFIED FINANCIAL PLANNER™ professional and a member of the XY Planning Network. Joe and his wife Kristen live in Oakwood, OH with their dachshund pups, Lily and Henry. In his free time, Joe is passionate about his family, fitness, the ocean, music, and grilling great food.

4617 Presidential Way, Kettering Oh 45429

4617 Presidential Way, Kettering Oh 45429

A Financial Planner• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever-changing environment.

Executive Certificate In Financial Planning

Masters

Bachelors