What We Do

Through a collaborative process that is centered on client education, our firm designs a plan comprised of investment options and risk management strategies that are suitable to their retirement goals.  The firm's individual planning services are segmented into three areas: Financial Planning, Investment Management and Risk Management- Life Insurance and Long-term Care Planning.  By addressing all three areas with our clients, our team is able to define their investment and retirement objectives, educate them on their options, implement a personalized plan to meet those objectives and help preserve those accumulated assets during retirement years. 

Financial Planning

For more than 25 years, Madison Financial Planning (formerly Madison Investment Center) has been helping clients manage their financial health and wellness. We do this through a collaborative process that is centered on client education. We take the time to understand your family, your goals and dreams, and what is important to you as it relates to your life and money. Every client is unique and every financial situation is different, however there are common principles and values that guide our efforts. We believe in a holistic approach to wealth management. Each component is important individually, but managing them collectively is what truly helps determine your long-term financial plan.

Learn more

Investment Management

Madison Financial Planning can help you invest and allocate your assets according to your preferred investment style and risk tolerance. Our asset management strategy reduces the need to focus on day-to-day market fluctuations and concentrates instead on the overall investment portfolio relative to your unique goals.

No Strategy can assure success or protect against loss.

Learn more

Risk Management- Life Insurance and Long-term Care Planning

Life insurance needs depend on various factors and are unique to your personal circumstances. Whether it is used to replace income, cover debt, protect assets from taxes, or provide additional opportunities to create wealth, life insurance is a critical part of any financial plan and must be reviewed regularly.

Learn more