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Retirement Transition Guidance Planning for People, Not Just Portfolios Our Planning Process

Our Specialty

   

Retirement Transition Planning

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.


Income Planning

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.

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Social Security

We understand the complexities of Social Security and how you can optimize your benefits.

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Tax Reduction Strategies

Many clients don’t realize how much taxes can eat away at their assets. We can help you develop a tax-efficient retirement plan in order to preserve your wealth. 

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Retirement Planning

Without a roadmap, the path into retirement can be difficult. Together, we will help guide you through your golden years.

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Asset Management

We help clients analyze their income sources and determine how to match them with future expenses.

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Estate Planning

We assist clients in articulating their estate planning needs and offer guidance regarding today’s confusing estate and tax laws.

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Schedule Some Time To Talk With Us

Getting started is simple. Schedule a complimentary consultation to see if our services may be of value to you. 

CLICK HERE TO SCHEDULE

Read our Market Commentary For the 4th Quarter of 2022!

Read our Market Commentary For the 4th Quarter of 2022!

After more than a decade of strong returns across most asset classes, rarely interrupted by sustained declines, investments turned rocky in 2022. While in previous years markets did encounter their share of challenges, 2022 brought a new litany of concerns.

Unlike the pandemic and the resulting shutdown, this time, with an overheating economy, the Fed was unable to ride to the rescue. Against this backdrop, declines were both deep and broad. The S&P 500 fell 18% for the year. The NASDAQ 100 index suffered even more with losses over 32%. Other equity indices, from small caps to international, also dropped.

The bond market was also left flat-footed by the sudden reversal. In January 2022, bond markets were predicting the upper limit of the federal funds rate would rise to 1% by the end of the year. Rates instead charged upward and currently stand at 4.5%. Bonds, which often hold up better during challenging times, dropped as the Fed ratcheted up rates, vowing to do whatever it took to tame inflation. The Barclays Aggregate, a measure of the total U.S. bond market, declined with a 13% loss.

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Meet The Team

Our National Support Team

Timothy Johnson, JD*, CRPC®

Timothy Johnson, JD*, CRPC®

Chief Investment Strategist

Dianna Parker, CFP®

Dianna Parker, CFP®

Director of Planning

Jane Johnson, CFP®

Jane Johnson, CFP®

Director of Financial Advisory Services

Robert Appel, JD*, LL.M, MBA

Robert Appel, JD*, LL.M, MBA

Vice President, National Design

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Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.



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