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Submitted URL: http://singletonfinancial.com/
Effective URL: https://singletonfinancial.com/
Submission: On April 05 via manual from CA — Scanned from CA
Effective URL: https://singletonfinancial.com/
Submission: On April 05 via manual from CA — Scanned from CA
Form analysis 1 forms found in the DOM
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</form>Text Content
facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause * Home * About * Insights * Client Login * FREE RETIREMENT ASSESSMENT PLAN YOUR RETIREMENT, CONFIDENTLY -------------------------------------------------------------------------------- REDUCE TAXES • INVEST SMARTER • OPTIMIZE INCOME FREE RETIREMENT ASSESSMENT WHY WORK WITH US? INDEPENDENT Independent advisors are not bound to any family of funds, investment products, or services. This provides clients with confidence – they can trust that the products and services recommended by their advisors are in their best interests. CFP® PROFESSIONAL CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals. FIDUCIARY Everything we do is to help you achieve your goals. CFP® professionals must act in your best interests at all times when providing you with financial advice and financial planning services. STRATEGIES TAILORED TO YOU DEFINE YOUR GOALS Proper financial planning starts with setting short, intermediate, and long-term goals. Things like: * Debt reduction & savings goals * Education, business, or career goals * Dreams and major purchases * Travel plans MAP OUT YOUR RETIREMENT Things change and stuff happens but it is important to start retirement planning early and continually update: * Savings and Investments * Target retirement date * Retirement income need * Tax efficient distribution strategies MONITOR YOUR PROGRESS Timely reviews of financial plans helps enhance the likelihood of long-term financial security by evaluating: * Current asset allocation suitability * Are you still on track to reach your goals? * Effects of economic and market conditions on your plan * Course corrections needed due to life events or evolving needs PROTECT YOUR NEST EGG Plenty of external factors will try to chip away at your nest egg. We help protect it with: * Smart investment strategies that take risk tolerance into account * Tax efficient accumulation and distribution strategies * Estate planning strategies * Insurance policy and beneficiary reviews SIGN UP FOR OUR NEWSLETTER! Name Email Phone Message Send CONTACT US 3556 TOM AUSTIN HIGHWAY SUITE 7 SPRINGFIELD, TN 37172 -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- 615.382.3030 PHONE & FAX Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Singleton Financial Services LLC and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of TN & KY. No offers may be made or accepted from any resident outside the specific state(s) referenced. Powered by Twenty Over Ten