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525 Plum Street, Suite 101, Syracuse, NY 13204

(315) 870-3703
info@madisonfpg.com
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Ready to Retire?

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.

Let Us Be Your Guide

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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Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Financial Insights

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

Do You Need Health Insurance for Your Trip Abroad?

Do You Need Health Insurance for Your Trip Abroad?

Learn what policies are available to make sure that you’re covered in the event of a medical emergency in another country.
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Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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