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We Help People
Plan for Retirement

TAX PLANNING • INVESTMENTS


Meet Your Guide

We’re Singleton Financial Services.

A Springfield, Tennessee based financial services firm dedicated to helping hardworking professionals and families define their goals, develop a plan and reach toward financial independence.


We Pride Ourselves On Being (Amongst Other Things)


Objective

It’s hard to leave emotions out of your biggest financial decisions. That’s where outside, objective advice can help.

Proactive

Time is money - and we help make the most of both by taking early action, staying organized and anticipating your short- and long-term needs.

Honest

It’s taken a lifetime of hard work and diligent saving to get where you are today. Our strong moral principles guide our desire to do right by you, always.



See For Yourself the Difference Sound Financial Planning Can Make

How We Help

Get To Know

Your Financial Planning Partner

Jamie Singleton, CPA Photo

Jamie Singleton, CPA

President


jamie@singletonfinancial.com     615-289-2836

Jamie brings over two decades of experience in the financial industry to his clients. He holds FINRA Series 6, 7, 63 and 65 registrations as well as Life and Health Insurance Licenses within Tennessee. As the former president at Singleton CPA, he is proud to have provided mentorship and training to new financial advisors throughout his career. 

Jamie works hard to provide the very best service for his clients. He is tenacious about keeping clients on track with their financial goals and helping to see them through to the finish line. As a long-time member of the AICPA and the Tennessee Society of CPAs, Jamie’s passion for finances is apparent. He is proud of the work he has accomplished over the years within the industry.

Outside of work, Jamie is involved with organizations close to his heart and enjoys being involved in the community. He volunteers with Open Door Pregnancy Center, Coopertown Athletic Club, Springfield High School Baseball and Football Boosters. Jamie and his family are also very active in their church and enjoy the time they spend at Springfield Baptist. 

Jamie loves to travel and spend time with his wife, Amy and their children, Carter, Caroline and Kate. In his free time, Jamie enjoys playing guitar, spending time with his family and cheering on his Alma Mater, the University of Mississippi.

What Do You Want To Accomplish

Between Now & Retirement?

Preparing For Retirement Is Important

But With Years or Decades To Go…


You're likely facing a few (more pressing) concerns in the meantime. We work with those who know retirement is coming, but they are in need of financial planning that can have a positive impact on their life today, tomorrow and later down the line.

We Work With
People Who May Be

  • Starting their journey toward retirement
  • Just not sure if their finances are on track
  • Recently divorced and looking for guidance
  • Ready to finally organize their financial life

And Here’s How We Can Help


Financial
Planning

Financial Planning

By helping you understand your biggest goals in life - buying a home, changing careers, paying for your child’s college - we can develop an all-encompassing financial plan that addresses your immediate needs while planning for your long-term goals.

Retirement
Planning

Retirement Planning

Whether retirement is 5, 10 or 20 years down the road, it’s important to understand the impact saving early can have on your future financial freedom. We can take your future retirement needs into account as we create your comprehensive financial plan. And if retirement is right around the corner, we’ll dive deep into what you’ll need, how you’ll get it and when to withdraw from where.

Tax
Planning

Tax Planning

Our founder, Jamie, is a CPA with years of tax planning experience under his belt. As we develop your financial plan, we’ll work to use tax-efficient strategies year-round. In doing so, we can protect your hard-earned wealth while reducing your financial obligations year-after-year.

Investment
Advisory Services

Investment Advisory Services

Your portfolio should work in tandem with the rest of your financial plan to address your long-term goals. We’ll address the important factors that affect your portfolio construction including your time horizon, risk tolerance and goals.



Interested In Knowing More About Your Unique Risk Tolerance?

Get Started

Our Financial Planning Process Includes


Step 1:

Get To Know One Another

Before diving into your financial concerns, we’re interested in learning a bit more about you and your family first. Understanding what assets you own, how you picture your retirement and what you value most in life all helps us to understand how we may best be of assistance.

Step 2:

Gather Some Info

If we decide to move forward in working together, we may ask you to gather a few important documents and information that can help us better understand your entire financial picture. Once you’re able to gather together what information you can, we’ll meet for a second time to dig deeper into what you have and what you may need moving forward.

Step 3:

Brainstorming & Plan Building

Using the information you’ve provided, we’ll get to work developing a financial plan that addresses your most pressing concerns, immediate needs and longer-term goals. We’ll come together and chat briefly to discuss the plan’s progress and our findings.

Step 4:

Plan Presentation

The next time we meet in-person, we’ll go over your plan in detail, present our recommendations and begin implementing the next actionable steps. This often includes completing any necessary paperwork, account setups, rollovers and more.

Step 5:

Regular Reviews

Just like your life, your financial plan should evolve and adjust to meet your changing needs and goals. We’ll meet regularly to track your progress, talk about any changes you may have experienced and answer any concerns or questions that may have risen recently.


Sound Like a Plan?

Let's Make Time to Talk

Our Fees



Asset Management


Assets Under Management

Fee Percentage

Up to $500,0001.2%
$500,001 to $1,200,0001.0%
$1,200,001 and up0.8%


Have a Question About Our Fees?

Schedule a Time To Talk

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How Can We Help?

Let Us Know

Our proudest moments come from helping hardworking, diligent savers like you find what true financial freedom and understanding feels like. Tell us what’s keeping you up at night, so we can get started on developing your tailored solutions and strategies.



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