Arch Financial Planning, LLC
Arch Financial Planning looks forward to meeting you!
At Arch Financial Planning, LLC, we proudly serve dentists nationwide with our financial planning and investment management expertise. We understand the unique challenges of being a dentist and are passionate about helping you achieve your goals. Whether you're looking to plan for student & practice loan repayment, start & grow your dental practice, or invest for your future, we can help. Contact us today to get started!
Meet our founder Cecil Staton, CFP®, CSLP®! If you're like most doctors, you didn't get into medicine to become a financial planner. But the truth is, having a good handle on your finances is an important part of being a successful doctor. How are you supposed to know which financial advisor to pick? Here are the right questions to ask a potential advisor. It's important to remember that many financial advisors have conflicts of interest, even if they seem nice. These conflicts can stem from selling financial products, a business relationship, and being an insurance agent while posing as a fiduciary financial advisor. We included a list of questions and our answers to save you some time. Please use this to help you find the right financial advisor.