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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.


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. 

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Read our Market Commentary For the 2nd Quarter of 2021!

Read our Market Commentary For the 2nd Quarter of 2021!

As investment markets close out the first half of 2021, we want to give a recap and our view of the landscape.

2020 was the year of the pandemic and recovery. As the pandemic spread, the world entered a near complete lockdown and economies and investment markets plunged.  Of course, you know the rest of the story. Governments provided massive liquidity to prevent a complete seizure of world economies. Those actions, together with the surprising strength of people and technologies, softened the blow and markets recovered. With the development and distribution of vaccines, commerce rebounded and markets surged higher.

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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

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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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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."



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