About Us

Photo of Inderpal Singh

Inderpal Singh

Managing principal

lnderpal Singh is committed to providing financial services for successful individuals, families and businesses with estate planning, life insurance and financial products that meet their individual and customized needs. With twenty years and counting of success in the financial services industry, lnderpal believes that his knowledge and skills are of the highest caliber. Although based in Bellevue, WA, lnderpal is also licensed in many states serving clients across the USA.

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Photo of Tony Sablan

Tony Sablan

Managing Principal

Tony is one of the leading financial advisors nationwide. He helps clients ranging from closely held businesses, physicians, dentists, and successful technology leaders from the big company names you know in technology, aerospace, consumer goods, and many more.

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Photo of Tony Sablan

Tony Sablan

Tony uses a comprehensive process to help clients address each of their five key concerns: making smart decisions about their money, mitigating their taxes, taking care of their heirs, asset protection and magnifying their charitable gifts. We work with a network of professional advisors to help our clients maximize the probability of achieving everything that is most important to them. He helps clients ranging from closely held businesses, physicians, dentists, and successful technology leaders from the big company names you know in technology, aerospace, consumer goods, and many more. We can help uncover unnecessary risk in your financial plan to protect the hard work you have put in. By deciding to work with Tony and Inderpal with your financial plan and goals, you get access to a process that gives you confidence with your money no matter what life brings your way. With confidence in your money, you can enjoy your life and focus on what matters most to you.

Using Our Process

  • You can feel more confident
  • You unclutter your financial knowledge
  • You potentially make better investment decisions
  • You free your time to do the things you love
Photo of Inderpal Singh

Inderpal Singh

lnderpal Singh is committed to providing comprehensive planning for successful individuals, families and businesses with estate planning, life insurance and financial products that meet their individual and customized needs. With twenty years and counting of success in the financial services industry, lnderpal believes that his knowledge and skills are of the highest caliber. Although based in Bellevue, WA, lnderpal is also licensed in many states serving clients across the USA.

lnderpal's clientele has grown exponentially over the years, expanding to include a wide variety of markets. Some of his specialties include:

  • Estate Planning
  • Long Term Disability lncome Planning
  • Investment and Retirement Planning
  • Trusts
  • Gifting strategies

lnderpal makes it a priority to stay current on the latest estate planning, insurance and financial product trends in order to offer outstanding service to all of his clients. He truly cares for each of his clients and hopes to earn your trust and achieve your long-term financial objectives and goals.