Income Planning and the Vision Quest Process

Income planning is the basis of everything Singer Wealth does for their clients' retirement needs. On this show, Keith and David go through their Vision Quest process for planning income, as well as other areas of retirement, and they also go over some investment areas many people may not know about. Keith also interviews Christopher Zook from Houston-based institutional investment firm KAZ Investments concerning his area of expertise, focusing on energy investments.Prosper with Keith Singer is a weekly radio program heard all over South Florida, featuring Keith Singer and David Friedland of Singer Wealth Advisors, based in Boca Raton. Keith and David take on numerous financial topics and investment opportunities, and how they relate to retirement planning, with special emphasis on proper tax and legacy planning.