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Our Advantage

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...

Specialized Experience and Credentials

Retirement planning is our focus and we believe this specialization benefits our clients. We have a deep understanding of retirement and stay up-to-date on the latest changes and trends in the industry.

A Focus on Retirement Planning

Retirement planning is our focus at Madison Financial Planning Group. We take the time to work closely with our clients to develop a holistic custom retirement plan that addresses both their short and long-term objectives. By addressing their current financial situation and understanding their vision of a successful retirement, we seek to bridge the gap and help them pursue their goals.

Concierge Service

We strive to offer personal service and a high level comprehensive care, building long-lasting and trusted relationships with our clients. We work with a select number of clients in order to better serve them on a personal level and to offer support throughout their retirement years. Not only do we develop retirement plans for our clients, but we also help them stay on track and pursue their goals for the years to follow.

Independence

We have the freedom to offer our clients services that align with their needs. We pride ourselves on providing objective and unbiased advice and always put the client first.

Meeting Flexibility

Although we’re based in Syracuse, New York, we work with clients across the country. We know our clients have demanding schedules which is why we offer in-person, web-based, and phone meetings to help meet their needs.