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Doug Singer

Doug Singer

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Founder @ Customized Full Income Retirement Plans Properly Prepared for Your Income, Tax, Risk and Retirement Goals
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Education

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Indiana University Bloomington

BS, Business 1980-01-01 - 1984-01-01

Work Experience

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Doug Singer, Independent Financial Advisor

Current

Doug Singer, Independent Financial Advisor

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Vick & Associates., Inc. FMO

2014-01-01 - 2015-01-01

Vick & Associates., Inc. FMO

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Merrill Lynch

2010-09-01 - 2012-01-01

Merrill Lynch

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Emerald International

2003-07-01 - 2010-09-01

Emerald International

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Genworth Financial Asset Management

2004-03-01 - 2006-03-01

Genworth Financial Asset Management

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Charles Schwab

1990-01-01 - 2003-01-01

Charles Schwab

Skills

Mutual Funds Series 7 Series 63 Investments Alternative Investments Wealth Management Separately Managed Accounts Retirement Planning Asset Managment Asset Allocation Fixed Annuities Series 24 401k ETFs Financial Services Portfolio Management Series 65 Financial Advisory Strategic Financial Planning Equities

Summary

doug@dougsinger.us Are you 5 years from retirement or are you retired and looking for a Financial Advisor who will: ✔ Spend as much time as necessary and communicate with you in a way that you can fully understand? ✔ Only recommend products or services that are right for you? ✔ Create a customized financial plan for you and your family? Are you a Chiropractor or professional who wants to grow their retirement savings to cover future needs? If so, I offer a solution. I have over 15 years of proven experience as a Financial Advisor and can access different options to best fit my client’s individual retirement needs and goals. I place the interests of my clients ahead of all others since my firm is a Fiduciary. WHAT MAKES ME DIFFERENT I don’t start the planning process until I fully understand where you stand financially today and the kind of retirement you desire. From there, an individualized plan is built, piece by piece. I show you how the plan will unfold in the next 10 years, 20 years and further into the future to make sure it is crafted to help you achieve your financial goals and dreams. I continue to meet regularly with you and adjust your personalized financial plan as necessary. ✔ If you qualify, I offer a Complimentary Financial Plan to demonstrate competency ✔ NEXT STEP To schedule a 15-Minute Financial Discovery Consultation please contact me at 602-299-0236 or doug@dougsinger.us. Services Include: ✔ Retirement Income Planning ✔ Investment Risk Management ✔ Estate Planning ✔ Charitable Gifting ✔ Annuities ✔ Full Financial Income Plan ✔ Tax Deffered Income

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