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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.

How Can We Help You?

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

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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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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Read Our Market Commentary For the 4th Quarter of 2019!

Investors were amply rewarded in 2019. Stocks turned in their best performance since 2013, and the gains were very broad. About 90% of S&P 500 stocks advanced for the year. Markets were buoyed by a strong economy, falling interest rates and solid employment. Progress was also made in trade talks, further pushing up returns. Bonds turned in solid returns as well, boosted by three interest-rate cuts by the Federal Reserve.

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