A Registered Investement Adviser
Amherst Cash Flow Model
Amherst Cash Flow Model
SM
Howard E. Singer, CFP®
Michael A. Potito
A. Terry Singer,CFP®
Michael A. Potito
A. Terry Singer,CFP®
How We Work
If a prospective client is interested in one of our services and meets the minimum requirements, we set up an introductory meeting, which we do not charge for. The purpose of the meeting is for both parties to meet one another; we will talk about our philosophy and how we work and the prospective client can talk about their financial concerns and what they are looking for. From this meeting most people can determine whether working with our firm is a good fit for their particular needs.
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