Broker Check

SafeHaven

60% OF YOU DON'T EVEN HAVE A WILL, LET ALONE HAVE YOUR MEDICAL WISHES CLARIFIED....

60% OF YOU DON'T EVEN HAVE A WILL, LET ALONE HAVE YOUR MEDICAL WISHES CLARIFIED....


If something were to happen to you, would your family know where to find your important documents?

Millions of Americans have failed to prepare for their financial and medical future.

Client Centered




In coordination with our estate planning counsel, and our team of financial experts, we have engineered a system for all your financial and legal wishes.

Client Centered




Madison Wealth will help you organize your documents and get your financial house in order.

Call your advisor today to arrange for this service. (518) 348-7770

We want all our clients to have this kind of peace of mind.

SAFEHAVEN 2.0

SAFEHAVEN 2.0


YOUR PORTABLE PROTECTION

SafeHaven 2.0 is our completely portable comprehensive system to help our clients record their personal information, prepare for a medical emergency, and consolidate their records.


Client Centered




Call your Madison Wealth Advisor to arrange for this service.

(518) 348-7770.