Services Offered
Retirement Planning
Personalized strategies for investing in retirement, managing employer contributions, and optimizing income streams.
Investment Management
Expert guidance on portfolio allocation and investment options to grow and protect your wealth.
Tax Optimization
Advice on tax-efficient strategies for retirement, including Social Security and account withdrawals.
Social Security & Medicare Assistance
Help with navigating Social Security benefits and Medicare enrollment for a seamless retirement transition.
Wealth Management
Comprehensive financial planning covering all aspects of your financial picture for long-term security.
Reviews
5(5 reviews)
Rating Distribution
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Kellie Dyer
via Google
4 months ago
I have recently retired after 30+ years in higher education and needed some guidance about investing in retirement. I also had employer contributions in two separate accounts and wasn’t sure how best to move forward. Staton Financial Group met with me for almost 2 hours prior to my retirement to receive an overall view of our financial picture and then again to establish a plan forward. Scott Staton is extremely knowledgeable and thoughtful when discussing one’s financial needs/desires and more importantly, he’s trustworthy. He is also very well versed about taxes in retirement along with the nuances to consider with Social Security. I knew when I was ready that I would be seeking advice and services from Staton Financial Group and it has provided me with a plan and peace of mind.
D
Donald Johnsonvia Google
5 months ago
Seem to be very knowledgeable of what is available and how to best take advantage of it. Came up with a better plan than I was able to do. However, after just under 3 weeks there appears to be some difficulty with the execution of the plan. In their defense the problem looks to be with the company they chose to work with. Time will tell! Just received word that the problem is not with them or the other company. It appears that my wife’s SSN has been reported connected to a deceased person. We are currently working with both companies to rectify the problem. Make no mistake, this a highly motivated financial group that works hard for their clients. You may become overwhelmed by their enthusiasm but you will not be let down. Highly recommended.
K
Kellie Leathersvia Google
6 months ago
Since transferring our retirement accounts to Staton Financial, we have felt confident, and have thoroughly enjoyed our interaction with them. We feel that they care about our retirement goals and truly view us as much more than an account number. It has been a pleasure doing business with them. We recommend them to anyone looking for a more hands-on financial advisor.
S
shelley waughvia Google
6 months ago
Wonderful experience! Answered all our questions and definitely helped us when my husband retired. Helped him with getting Medicare and extra healthcare. I’m getting ready to retire and will be contacting you soon for financial assistance.
P
Papa Darylvia Google
6 months ago
Cole with Staton Financial Group has been so helpful with our financial situation and planning. We found ourselves needing to make some changes as we reach retirement. He listened to our concerns, explained our options and took care of all the paperwork. I will be recommending him to my family.
