Our Company
Singer Olfert is a financial planning firm with a unique approach to managing client finances.
We have a straightforward, personal approach to aligning a client's current life situation to where they want life to go. We set measurable targets to hit the goals we are aiming for. We continually search for specialists that assist in walking our clients through complex financial circumstances. This service saves our clients valuable time in finding the right experts and knowing whether they are qualified to provide the service needed.
Our Philosophy
Our philosophy is simple.
- We want to understand you very well.
- We will treat you the way we would like to be treated.
- We will provide you with sound financial advice.
- We will continually strive to learn more.
- We will introduce you to the right experts (even outside of our company) when its the right thing for you.
- We will build great relationships along the way.
Our Approach
We take a systematic approach to managing our clients' finances. It is this system that ensures:
- We understand every aspect of our client's situation.
- We set measurable goals so that we know what we need to do to help clients reach their goals.
- We track client's goals to ensure we are on target to reach them.
- We modify and adjust client's strategies based on changes in client's needs.
Our Independence
We like our independence. It allows us to recommend the right solutions for clients without being constrained by product limitations.