Why Work with Us?
INDEPENDENT
Independent advisors are not bound to any family of funds, investment products, or services. This provides clients with confidence – they can trust that the products and services recommended by their advisors are in their best interests.
CFP® PROFESSIONAL
CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals.
FIDUCIARY
Everything we do is to help you achieve your goals. CFP® professionals must act in your best interests at all times when providing you with financial advice and financial planning services.
Strategies Tailored to You
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Define Your Goals
Proper financial planning starts with setting short, intermediate, and long-term goals. Things like:
- Debt reduction & savings goals
- Education, business, or career goals
- Dreams and major purchases
- Travel plans
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Map Out Your Retirement
Things change and stuff happens but it is important to start retirement planning early and continually update:
- Savings and Investments
- Target retirement date
- Retirement income need
- Tax efficient distribution strategies
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Monitor Your Progress
Timely reviews of financial plans helps enhance the likelihood of long-term financial security by evaluating:
- Current asset allocation suitability
- Are you still on track to reach your goals?
- Effects of economic and market conditions on your plan
- Course corrections needed due to life events or evolving needs
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Protect Your Nest Egg
Plenty of external factors will try to chip away at your nest egg. We help protect it with:
- Smart investment strategies that take risk tolerance into account
- Tax efficient accumulation and distribution strategies
- Estate planning strategies
- Insurance policy and beneficiary reviews
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Contact Us
Singleton Financial
3556 Tom Austin Highway
Suite 7
Springfield, TN 37172
615.382.3030 phone & fax
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