206 Boston Post Road
For over 35 years Madison Financial Planning has specialized in providing comprehensive wealth management services to individuals, families and business owners. Our team is committed to serving our clients as unique partners, requiring individual solutions and well thought out strategies to empower them to make their own decisions. Above all else, we value the relationships and trust that we build.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Founder, Managing Partner
Craig is the founder and President of Madison Financial Planning. He has 35 years of experience within the financial services field working with both individuals and businesses. He is a graduate of Central Connecticut State University..
Partner, Certified Financial Planner™
Kim is a partner of Madison Financial Planning. She has 24 years of experience within the financial services field working with both individual investors and business owners. She is a graduate of Bucknell University...
Client Service Manager
Terri serves as a client services manager at Madison Financial Planning. Terri works with new and existing clients to ensure that they receive the outstanding service for which the firm is known. These responsibilities include opening...