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Singleton Financial . . . Our Mission, Vision, and Values


Our mission is to guide clients and those they care about toward defining and reaching their financial and life goals.  Plans are tailored to the needs of each person but every plan is goal oriented and includes smart investment management, tax efficient strategies, and income optimization. 

We tend to work with those who are in, or approaching the retirement transition, and need to deal with issues like timing claims of Social Security benefits, understanding Medicare options and creating a reliable income stream.

Retirement is the biggest financial decision you make; bigger than buying a car, or a home.  Many of the decisions that go with it cannot be undone.  Putting together the pieces that go into a retirement income plan takes skill and training that the average financial planner doesn’t have. What you need is a specialist, not a general practitioner. We’re specialists.

And remember, retirement planning doesn’t mean you must retire. It means you want to reach a point where you don’t have to go to work each day to earn a living. A point where you can choose what you want to do with your time, and how you want to contribute. The right planning helps you get there faster.

Amy Singleton

Office Manager | Marketing Director

Tag Assist

As part of the TAG Advisors branch, our valued clients are supported by a team of experienced client service professionals who specialize in client engagement and streamlined account creation and support.