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

Offering discussion around ESG and Socially Responsible Investing during these challenging times.

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.


Read our Market Commentary For the 1st Quarter of 2021!

Read our Market Commentary For the 1st Quarter of 2021!

As we enter the second quarter of 2021, let’s take a look back over the eventful last 12 months. We believe a vital tool in managing money is a respect and knowledge of market history. It is helpful in examining market movements during volatile periods to test our principles and perspectives.      

In January and February of 2020, media reports surfaced regarding a newly-observed virus in China.  Markets held up reasonably well until the middle of March. Then, it suddenly turned ugly as the world came to realize that we were fighting a spreading menace that would result in a global lockdown.   

Continue Reading

How Can We Help You?

Are there coordination gaps with your financial plan? Learn how we can help.

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

As Featured In


  


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.

Learn more

Social Security

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

Learn more

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. 

Learn more

Retirement Planning

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

Learn more

Asset Management

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

Learn more

Estate Planning

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

Learn more

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

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



Thank you! Oops!