206 Boston Post Road
Madison Financial Planning prides itself on being a community based business. We create personal, long-term relationships built on trust and a thorough understanding our client’s goals and aspirations. We actively volunteer, and hold leadership positions, in a number of local organizations and town committees.
Craig is a member of The Financial Planner Association, Insured Retired Institute, is currently serving as a member/Board of Directors Madison Rotary Club, the Grove School Advisory Board, and Madison Senior Services Committee.
Additional community service includes:
Mr. Bernard is the recipient of the Madison Chamber "Community Improvement Award", Business of the Year, and the Rotary Paul Harris Award.
He lives in Madison with his wife Carolyn, and their three sons, Christopher, Devin, and Hunter.
Kim graduated from Daniel Hand High School and resides in Madison with her husband Peter and sons, Noah and Aden.
Community service includes:
Mark is a longtime Madison resident and his community service includes:
Past Treasurer of the Madison Chamber of Commerce
We enjoy being a part of the Shoreline Community and welcome the opportunity to support our clients and local organizations.