Brandon Singer, CFP®, CLU®
Carmel, Indiana, United States
I help business owners & professionals build a solid investment plan to meet their long-term financial goals. The key to successful investing is proper planning. Buy, Hold & Hope simply does not work in this day & age. I understand that each client is unique and recognizes that it takes a custom tailored plan in order to get to the finish line.
Prior to becoming an Advisor, I spent the first part of my career as an automotive engineer at Toyota Motors Manufacturing in Princeton, IN. Concurrently, serving 6 yrs in the Air Force Reserves as an Engineering Journeyman. I soon realized that there was something missing in the corporate world. I needed something more rewarding on a personal level. My passion is to help people determine their life needs, goals, and desires through financial planning. The one-on-one interaction of a client-advisor relationship is valuable on many levels.
I am committed to bringing value and innovative solutions to address your financial planning needs. For things that are really important to them, people will seek out the services of a professional. Planning your financial future is no exception.