Arch Financial Planning, LLC
Retirement Financial Advisor in Athens, GA
I help retirees and pre-retirees in Athens, Watkinsville, Oconee County, and Lake Oconee turn their savings into a tax-efficient retirement income plan.
At Arch Financial Planning, I work with individuals and couples age 50+ (typically with $1M+ in investments) on the decisions that matter most in retirement:
- Creating a reliable retirement “paycheck” from your portfolio
- Reducing taxes through strategies like Roth conversions and withdrawal planning
- Optimizing Social Security and Medicare decisions
- Designing investment portfolios built for retirement income—not just growth
- Coordinating estate and beneficiary strategies
As a fee-only, fiduciary advisor and member of the National Association of Personal Financial Advisors, I provide objective advice with no commissions or product sales.
If you’re in the Athens area and want a clear, coordinated plan for retirement, I’d be happy to connect.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.