Retirement Transition Planning 

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 We Help

Wealth management designed for your life.

Income Planning

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

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Retirement Transition Planning

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

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Social Security

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

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Investment & Asset Management

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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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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Tax Reduction Strategy

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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Financial Insights

Madison Financial Planning Group believes an educated client is an empowered one. 

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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