Singer Olfert Financial Group 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 is simple.
We take a systematic approach to managing our clients’ finances. It is this system that ensures:
We like our independence. It allows us to recommend the right solutions for clients without being constrained by product limitations.