Share with us your vision so we can make it your reality

We provide innovative financial strategies designed to help you fulfill your passions.

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Your Ideal Retirement Starts with 3 easy steps:

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1. Dream

Sit down with us so we can learn about you and what you want from retirement.

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2. Strategize

Using the Singer Wealth plan, we’ll analyze your current financial situation and design a strategy around your needs and dreams.

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3. Live

Approve your custom strategy, then leave it to us to put it in motion.

Take the Checklist Challenge!
How prepared are you for retirement?

This 34-point checklist will help measure your retirement readiness, guiding you through some of the most pressing retirement concerns.
You’ll examine:

  • Whether you’re taking on an appropriate level of risk
  • How your assets and liabilities stack up
  • What gaps you may have in your current plan
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singer-book

Sign up for a complimentary consultation and receive a copy of Keith Singer's new book, "The Life You Deserve"!

Does your portfolio have too much risk?
Or not enough?

Have you ever wondered what your risk tolerance willingness and ability score is?
Click here to take a risk assessment powered by Tolerisk.

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Keith On the Air

Tune into “Prosper!” radio show with Keith Singer, and check out his TV appearances!

WIOD, 610 AM –
Saturdays at 6:00am and 9:00am
Sundays at 6:30am, 10:00am and 2:00pm

WJNO, 1290 AM –
Saturdays 8:00am
Sundays at 7:00am

Listen to Keith Singer talk about financial news and topics all geared towards helping you achieve your financial goals.

“We’re always looking for the very best solutions for our clients.”

Learn about our vision quest process here.

Prepare to Live

Your Retirement

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 561.998.9985