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206 Boston Post Road, Madison, CT 06443

(203) 245-3131
craigandkim@madisonfinancialplanners.com
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We Advocate for What is Most Important to You

Financial education, meticulous planning, & clear guidance for your family and your future.

Lifelong Guidance

We're here for you, offering advice and support throughout all life's milestones.

Your Journey Starts Here

We can help you bridge the gap between where you are and where you want to be.

Our Firm

Our Firm

As an independent firm, we are committed to offering complete customized and comprehensive advice.

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of strategies.

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Our Process

Our Process

We strive to build long-lasting relationships with our clients, offering education and guidance.

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

Meet Craig & Kim  

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Knowledge Leads to Financial Freedom

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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Monthly Memberships

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
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Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.
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IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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