Discover the many opportunities available to help secure your financial future through the use of insurance and investment products.

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.

Retirement Planning

Our insurance professionals create custom designed retirement planning strategies that can assist you in implementing wealth accumulation, asset protection, tax planning, estate planning, income planning, long-term care, life insurance strategies and investment advice into your retirement planning portfolio.
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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 accumulation plan to meet your financial goals. We can help you accumulate the assets you need to meet your financial objectives.
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Estate Planning

We can work with you to customize a strategy to meet your long-term goals and needs. 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 in planning today, and with your beneficiaries in executing future strategies.
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Tax Planning

Singer Financial Group can work directly with your CPA to make sure you are not overpaying taxes, and that your financial portfolio is organized in the most tax-advantaged manner possible. We can assist you with lowering your taxable income while increasing your spendable 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 achieve 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 SafeMoney GPS

Within 7 to 10 days of our first meeting, we’ll review the SafeMoney GPS, our trademarked 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 SafeMoney GPS Map

7 to 10 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 SafeMoney GPS solution.
  • Go through the interactive SafeMoney GPS Money Map calibration.
Make revisions based on your feedback and collect any data needed for our next meeting.

Begin On the Road to Retirement

Within 7 to 10 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 SafeMoney GPS Money Map 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 or leave your information to be contacted for scheduling.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investments involve risk, including the possible loss of principal.

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.” .

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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Safe Money GPS
At Singer Financial Group, we offer multiple services to help you meet your financial goals.
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Upcoming Events
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*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.