Brandon Singer
Serving families ✔Investment Management ✔Retirement Planning ✔Asset Preservation
- Role
- President at Freedom Financial Group, LLC
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Brandon Singer
I help business owners & professionals build a solid investment plan to meet their…
Experience
President
Oct 2008 — Present · Orlando, FL, US
We guide clients through the Wealth Management Process to discover clarity and direction of what True Wealth means to them. Explore. Inspire. Build.1.) Discover the hopes, dreams and aspirations of my clients. Identify mission, vision and values. 2.) Analyze current situation. Identify risks and opportunities.(Investments, Assets, Insurance, Business, Charitable, Legacy)3.) Review alternatives and recommendations. Prioritize goals and objectives. Create step-by-step Wealth Plan. 4.) Implement the Wealth Plan to achieve the client\'s goals and objectives. See the plan through. 5.) Monitor and Review. Constant contact w/ client. My goal is to become a life-long financial partner and to inspire my clients to find True Wealth.
Education
University of Phoenix
Bachelors, Finance
2003 — 2006
Community College of the Air Force
Associate's Degree, Construction Engineering Technologies
2003 — 2006
Skills
- Estate Planning
- Investments
- Portfolio Management
- Financial Advisory
- Investment Management
- Business Succession
- Insurance
- Life Insurance
- Finance
- Financial Planning
- Long Term Care Insurance
- Wealth Transference
- Qualified Retirement Plans
- Ira Rollovers
- Retirement Planning
- Wealth Management
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