Discover the many opportunities available to help you plan for your financial future.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

At Singer Financial Group, we can help you determine a strategy appropriate for your financial situation.

1 Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”

2 The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.” .

Retirement Planning

Our financial professionals create custom financial strategies that can assist you in retirement income strategies, wealth management, asset protection, tax-efficient strategies, legacy planning, long-term care.
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Investment Planning

Whether you are developing an income plan or determining your risk tolerance, Singer Financial Group can help you create and implement a wealth management strategy to pursue your financial goals.
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Estate Planning

Whether you are trying to minimize the impact of taxes or simply guarantee your beneficiaries will receive what you originally planned, we will work with you, your attorney, and your beneficiaries in creating an estate plan to help meet the needs of your long-term goals.
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Tax Planning

Singer Financial Group can work directly with your CPA to create a tax efficient strategy to help reduce your tax liability and increase income.
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Retirement Planning Steps:

Vision

We are committed to helping our clients make good things happen on the journey to and through retirement by helping them make more informed decisions about their assets.

Getting to Know You

Helping you pursue your dreams means first getting to know what they are. Our process starts by reviewing your Family Questionnaire, a document designed to help us learn about your goals and concerns.

Preview Retirement Income MoneyMap

Within seven to ten days our first meeting, we'll review Retirement Income MoneyMap, our system for developing custom retirement strategies. We'll also:

  • Review your balance sheet from your Protected Growth Planning Profile and provide our professional observations and assessments.
  • Go over examples of possible solutions and enhancements.
  • Identify your Money Map assets.
  • Confirm your issues, concerns, goals and priorities.

Review Retirement Income MoneyMap

Seven to ten days later, we’ll introduce the strategy we created based on our previous discussions of your specific retirement goals, utilizing insurance and investment products. Before we start implementation, we’ll use this meeting to:

  • Review your customized Retirement Income MoneyMap.
  • Go through the interactive Retirement Income MoneyMap calibration.
Make revisions based on your feedback and collect any data needed for our next meeting.

Begin On the Road to Retirement

Within seven to ten days, we will meet once again to review what we’ve covered in previous discussions and answer any questions you have. Then, we’ll begin to implement your Retirement Income MoneyMap so you can start on the path towards your retirement goals!

Ongoing Relationships

Our contact doesn’t end here. Once your strategy is in place, we’ll keep in touch and review any changes that we feel may need to be made to your strategy. Of course, we welcome your questions at any time.

Schedule a complimentary consultation with Singer Financial Group.

Call our office at 317-852-9153 for scheduling or fill out the form below.

Fill out my online form.
Who We Are / Our Focus
Brian Singer
Singer Financial Group's mission is to help our clients grow and protect their wealth and income as they navigate to, and through retirement.
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The Retirement Income MoneyMap
At Singer Financial Group, we offer multiple services to help you work toward your financial goals.
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Upcoming Events
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through AE Wealth Management, LLC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brian Singer or Singer Financial Group is stated or implied.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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