Retirement is your opportunity to spend each day doing what brings you the most joy. It's also life's biggest expense. Singer Financial helps you declare the life you want to live and equips you to bring that vision to life. A meaningful, life-enriching retirement is not reserved for the ultra rich.
With the right plan, it's for you. No matter your background, from marketing professionals to manufacturing, healthcare to human resources, and everything in between, we've worked with everyday people like you for over 25 years. What's your story? We can't wait to hear it. You want a relationship with an advisor you know and trust.
With the right plan, it's for you. No matter your background, from marketing professionals to manufacturing, healthcare to human resources, and everything in between, we've worked with everyday people like you for over 25 years. What's your story? We can't wait to hear it. You want a relationship with an advisor you know and trust.
Services
Most financial advisory firms have access to similar investment products. So if we all have access to the same products, what sets apart the great from the good? Two things. First - the people. Second - the process those people use to make your retirement vision a retirement reality. Talking about money and retirement is personal.
My goal is to help you create an environment where your focus is forward and you wake up excited about each new day. Retirement should not be a time to downsize your dreams. Everyone deserves something that makes them look forward to tomorrow. People with goals succeed because they know where they're going.
Susie enjoys the bonds that have been built between the office staff members. She believes the environment of support allows the Singer Financial team to better serve our clients. The Singer summer picnic is an annual highlight for Susie where she can enjoy the relationships that have been built with clients and friends.
Amy Bergstrom has been with Singer Financial for over 13 years. Amy has fulfilled many roles over that time period. Her real expertise is IT-related projects, but she also serves in a customer support role in our office. Amy lives in Brownsburg with her family, which consists of her husband Jim, two children and two dogs.
Erika has been with Singer Financial since 2017. She graduated from the University of Louisville with a degree in communication. Her love for the investment industry started in 1997 with employment at Janus Funds. Erika has also worked at Huntington Bank in their transfer agency. Here at Singer Financial, she assists with everyday processing and support regarding our clients' retirement plan.
Reviews
Be the first to review Singer Tax Advisory Group.
Write a Review
