Worried that your financial strategy is

Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Singer Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.

The Singer Wealth Management Process

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.
How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.
How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.
How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

Legal Services

After graduating cum laude from the University of Miami School of Law, Keith Singer was admitted to the Florida Bar in 1992. He has been an active member of the bar since that time.

For the first few years of his professional career, Keith handled a variety of legal matters including estate planning, divorce, commercial and civil litigation, labor, medical malpractice and asset protection.

Since becoming a financial advisor, Keith has limited his legal practice to estate planning and asset protection matters.

A unique perk of working with Singer Wealth Management is Keith’s counsel for basic legal advice of any kind, the preliminary formation of legal strategies and the assistance in the selection of counsel who specialize in the specific matter that affects a particular client.

Estate Planning and Trusts

Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.

While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the variety of vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis. As an attorney, Keith Singer can assist you with the preparation of your estate planning documents, or he can work in conjunction with your current estate planner if necessary.

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