Whether you need a Navigator, a Co-pilot or a pilot in your financial journey, we’ve got you covered. Let’s collaborate on your Financial Freedom together!
Exclusive Services
Financial Planning Services
Our specialty here at Singularity Financial Planning is providing comprehensive financial guidance tailored to your unique needs. We assist individuals, families, and business entities in carefully planning and securing their financial future. Whether it involves Retirement Planning, college funding strategies, or maximizing the return on investment when selling your business, our dedicated team is here to support and guide you every step of the way to ensure your long-term success. Book a free 30- min consultation today!
Investment Management Services
Ask us today how we can assist you in effectively managing your investments to meet your financial goals. Our asset management fees typically range from 0.75% to 1% of assets under management. Additionally, we offer a 50 basis point discount on these fees for clients who also subscribe to our comprehensive financial planning services.
Learn about my story
As a third-generation financial professional, I am deeply passionate about promoting financial literacy and comprehensive planning. Whether your concerns involve business finances or personal financial matters, I invite you to learn more about my background below and discover how we can work together effectively to meet your financial goals.
If you don’t have a written financial plan but dont want to commit to meeting a certified professional just yet, try out my free Retirement/Goal Calculator to see if you are on track to your financial success!
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