Cecil Staton, CFP^®

Arch Financial Planning is an independent, fee-only fiduciary financial planning and investment management firm based in Watkinsville, Georgia. We serve retirees and pre-retirees throughout Athens, Oconee County, Monroe, Lake Oconee, and virtually in other states where permitted. We typically work with individuals and couples age 50+ who have accumulated $1 million or more in investable assets and want a clear, coordinated retirement plan. Our work brings together retirement income planning, investment management, tax planning, Roth conversion analysis, Social Security and Medicare decisions, charitable giving, and estate planning coordination. Clients often come to us asking: Can I retire comfortably? How much can I spend? How should I create income from my portfolio? Am I paying more tax than necessary? Are my investments taking the right amount of risk? We help answer those questions, implement the plan, and adjust it as life changes. Arch Financial Planning does not sell investment or insurance products or receive commissions. Clients work directly with Cecil Staton, CFP®, and client assets are generally held at Charles Schwab, an independent custodian.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Sudden Wealth, Personal Taxes