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Fee-Only Financial Planning For Early Career Dentists and Physicians
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Fee-Only Financial Planning For Early Career Dentists and Physicians
196 Alps Rd STE 2-141 Athens, GA 30606
📍 6316 Peake Rd Macon, GA 31210
Yes
The University of Georgia, Bachelor's Degree, Financial Planning
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I am an attorney and friend of Cecil Staton. I believe that he is an excellent financial advisor. He has always been very disciplined and good at preparing for the future financially.
My investments are diversified, but low risk for my age. Happy with his suggestions and advice.
My husband and I have been very pleased with the services Cecil has provided, as he has taken our personal goals and desires into account when helping us plan financially for the future of our growing family. Cecil has advised me on the best plan of action to implement to ensure my student loans are paid off in a timely manner and how to save appropriately in order to retire at the age I want to.
Everything very professional and satisfactory. I highly recommend. Great to work with.
I’m very appreciate for the worth that he does to prepare for meetings and post meetings with homework to answer any and all questions. Cecil has tailored his conversation to fit my needs. He has shown this through exploring different retirement tools but also learning my business and my cash flow situation. By forecasting the future and wanting to know my personal and business goals.
Cecil is great and will help anyone achieve their goals
Specialized and efficient management of student loans. Navigated Public Student Loan Forgiveness process.
He has always considered our current employment status and business ownership in making recommendations about the direction of our investment strategy.
This is a family member of the advisor.
Cecil has taken the time to learn about our portfolio, ask what our goals and objectives are, then provide honest, solid feedback with recommendations to review that included a pathway forward which takes into account our priorities. He offers an excellent explanation and is available to answer your questions anytime.
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