Flat Fee Financial Services with Raman Singh

Join host Tim Fergestad on the Phoenix Prosperity Podcast as he dives deep into the world of flat-fee fiduciary financial planning with Raman Singh, a Certified Financial Planner (CFP®) and founder of Singh Private Wealth Management. Raman shares his journey of leaving the corporate finance world to build a transparent, client-focused practice.

Discover how Raman’s flat-fee fiduciary model helps clients cut through the complexities of financial planning, from tax strategies and retirement planning to portfolio management and estate planning. He explains the differences between traditional commission-based financial advising, percentage-based fees, and his innovative flat-fee approach.

Raman also delves into the challenges and opportunities of modern financial planning, the importance of education in empowering clients, and his vision for a more personalized, transparent financial services industry. Whether you're looking to optimize your investments or find clarity in your financial health, this episode provides invaluable insights into creating a prosperous financial future.

------------------------------------------------------

Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!