Broker Check
Happy Thanksgiving from Madison Financial Planning

Happy Thanksgiving from Madison Financial Planning

November 19, 2018

I love this time of year and especially look forward to one of my favorite holidays, Thanksgiving.  This holiday reinforces a focus of our firm, that is family and giving.

Our team members have always been very active in the community.  We embrace the fact that we get back much more then we give with our volunteerism and support for local organizations.

I’m fortunate to be a member, and to have held leadership positions, with several local service clubs, foundations and charities.  I would like to highlight a couple that we have worked with recently:

Our firm sponsored the Susan G Komen race for a cure, Breast cancer walk.    Their MISSION - Save lives by meeting the most critical needs in our communities and investing in breakthrough research to prevent and cure breast cancer. 

Madison Foundation:  Their MISSION - To make Madison a better place to live, both now and in the future, by encouraging giving and matching those gifts to the needs of the community.  I serve on the board of directors and recently established a fund to meet the needs of Madison Seniors. 

If we have not already asked, please let us know your favorite charity so we can add them to our sponsorship list.  We can also share strategies that allow you to make charitable gifts in a way that is mutually beneficial to you and the organization.

I encourage you to take a moment to appreciate what you have and who you are with this holiday season.  We all have a lot to be thankful for, including that slice of pie.  Hope to see you soon.