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®
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Howard Singer is a principal and one of the founders of Singer Potito Associates, Inc. He obtained his CFP designation in 1990. He began his career in the 1980s, creating Singer Potito Associates, Inc. in 1990. His area of expertise within the firm is portfolio design and management and complex financial planning issues. Howard has many years of experience managing portfolios that maximize gain and minimize risk. He believes that even complex portfolio dynamics can be explained clearly and therefore understood by the client. The goal of his approach is to create reasonable portfolios that allow each client to enjoy life without unnecessary worry and to create confidence that these portfolios will always adapt to changing economic scenarios. |
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Michael Potito is a principal and also one of the founders of Singer Potito Associates, Inc. He has been in the financial industry since 1979. His area of expertise within the firm is personal financial planning and portfolio management. Michael has devoted a substantial amount of time developing a proprietary analytical process for determining pre-retirement and post-retirement cash flow requirements. His planning techniques encompass the truly important issues relating to money, investment risk and cash flow management and at the same time he is aware that one's personal values, beliefs and emotional attachments are critically important to the process. In addition, he has expert knowledge about retirement plans, life insurance, long-term care insurance contracts, estate planning issues, charitable giving, income tax planning, business valuation and succession planning. Our clients appreciate the fact that as a fee-only adviser, he brings forth a wealth of expertise yet is not selling products. |
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Terry Singer is the operations manager of Singer Potito Associates, Inc. since its inception in 1990. She is an accredited Certified Financial Planner since 1999. Her area of expertise within the firm is the management of clients, back office support, compliance, and administrative operations of the firm. Assisting all principals and managers of the firm is Joan Long.
If you would like more information about NAPFA and the concept of "Fee-Only" financial planning, please visit the NAPFA website. |
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