Without a roadmap, the path into retirement can be difficult. Having a strategic plan in place, with a supportive team offering guidance along the way, may make the road ahead less strenuous. At Madison Financial Planning Group, we understand the concerns many face as they transition into retirement.
Utilizing an ongoing financial planning process and developing customized retirement plans, we seek to guide clients through this significant transition in life and the years to follow. Based in Syracuse, New York, we work with clients across the country. Contact us to learn how we can help you plan for your transition into retirement and the years to follow.
Utilizing an ongoing financial planning process and developing customized retirement plans, we seek to guide clients through this significant transition in life and the years to follow. Based in Syracuse, New York, we work with clients across the country. Contact us to learn how we can help you plan for your transition into retirement and the years to follow.
Services
Madison Financial Planning Group is a financial planning firm helping individuals and families navigate the complexities of retirement and pursue financial independence. Led by Caragh Fahy, CFP(R), and supported by broker-dealer Lincoln Financial Advisors, our firm was founded with the desire to help individuals and families work through a critical time period in life and provide them a customized retirement plan.
We help clients analyze their income sources and determine how to match them with future expenses. We help clients address critical questions, like how to shift from retirement savings to retirement income, how to estimate monthly income, and how to ensure those assets last. We assist clients in articulating their estate planning needs and offer guidance regarding today's confusing estate and tax laws.
At Madison Financial Planning Group we specialize in the Middle and Final phases. We believe the transition into retirement can often be the most stressful and complicated phase. While in this phase, which traditionally occurs in those five years before retirement, it is important to identify and capture needs, objectives, and vision of a successful retirement.
At Madison Financial Planning Group, we understand that transitioning into retirement can be stressful and overwhelming. Our goal is to guide individuals and families through this significant transition in life and act as your trusted guides in the years to follow. Here are a few examples. Retirement planning is our focus and we believe this specialization benefits our clients.
Customized: Your financial plan will be specific to your situation. We review your current financial situation and help you formalize your goals. We take the time to get to know you on a personal level, which helps us create a customized approach. Clarity: During the beginning of the retirement planning process, we meet frequently with you to analyze opportunities that may benefit you.
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