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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 2021!

Read our Market Commentary For the 4th Quarter of 2021!

As we enter a new year with new opportunities and potential challenges, it is always a good idea to reflect on the past. 2021 was indeed an interesting year. If 2020 was the year of the pandemic, 2021 was the year of recovery and change. A new administration was ushered into Washington. There was much uncertainty about how this would affect tax policy. While the pandemic continued, new hope emerged as vaccines were approved and distributed. There was much international intrigue throughout the year. Domestically, there was the usual political wrangling about legislative agendas on national, fiscal and tax policy.

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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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