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. 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.
Above all else, we value the relationships and trust that we build. 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.
Services
Financial planning can help you reach your goals. Maybe you want to buy a house, save for your kids' college, live a fulfilling retirement, or leave a legacy for your children. A CFP(R) professional can help you set your goals, provide a roadmap to reach them, and educate you on the tools and strategies that can keep you on track.
Since I ask my clients to share very personal information about themselves and their families, it is time for me to share "My Story". My parents were "depression babies". Neither earned a high school diploma. Instead, they worked to financially assist their families. What they taught me was the value of hard work and the importance of a higher education.
We offer our clients a holistic financial planning approach to help them maintain overall financial health and address multiple (and competing) financial goals. Whether it's a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring.
We understand your many investment needs and utilize timely and appropriate wealth management strategies to pursue both short and long-term goals. Holding ourselves to a fiduciary standard, we also provide expert, objective and independent advice, putting your needs and best interests first. Whether your goal is a comfortable retirement, saving for college, or establishing a legacy for your loved ones, we can help.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews (1)
Rob Simon
Jun 28, 2019
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I have been working with Madison Financial Planning for the last 4 years as I was preparing for retirement and now that I am in retirement. I have always found Craig, Kim and the office staff to be very professional and great listeners as my wife and I discussed our short and long term goals. I trust their judgment and commitment to our financial future, and I especially appreciate the peace of mind we have with the plan we developed. They are very involved in the community and in educating and building relationships with their clients.
