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Our Financial Services

Comprehensive Financial Services for Every Stage of Life at Madison Wealth Managers

At Madison Wealth Managers, our suite of services is meticulously designed to cover every aspect of your financial journey, ensuring personalized strategies that align with your unique needs and goals. Our offerings span from Retirement Planning, crafted to guide you through the process of managing assets before and during retirement, to understanding company-sponsored plans and IRAs, and determining the financial thresholds required for a comfortable retirement while maintaining assets for future generations. Our Financial Planning services, offered through American Portfolios Advisors, Inc., center around developing a comprehensive plan tailored to your specific situation, providing ongoing monitoring, and adjusting your plan as needed to reflect changes in your life or financial objectives.

Investment Management, also facilitated through American Portfolios Advisors, Inc., revolves around recommending the most fitting investment vehicles to meet your objectives, determining your asset allocation needs, and educating you on risk tolerance to make informed decisions. Alongside, our Risk Analysis services ensure that you’re covered with the right insurance policies, reviewing and suggesting changes to existing policies to best align with your current situation. For families planning for the future, our Education Funding services propose strategies for efficiently accumulating the necessary funds to support your children’s education aspirations.

Transitioning to Estate Planning, we focus on helping you preserve your estate for your heirs, assisting with beneficiary designations, reducing estate taxes and probate costs, and facilitating coordination with your tax and legal advisors. Lastly, our Tax Management strategies aim to minimize your current and future tax liabilities, referring you to specialists when advanced expertise is needed. At Madison Wealth Managers, our holistic approach combines these diverse services to create a seamless and integrated financial planning experience, ensuring you’re well-equipped to navigate every financial decision with confidence and clarity.

At Madison Wealth Managers, we put you first. We seek to know your financial situation and understand your needs and goals to aid in your financial success. Our firm is comprised of highly qualified, knowledgeable, and experienced advisors. A financial advisor of your choosing will work with you one-on-one. Together, you and your advisor will create a comprehensive financial plan to meet your needs and help you reach your goals.

Retirement Planning

  • Managing assets before and during retirement
  • Assist you in understanding your company-sponsored retirement plans and IRAs
  • Determining how much you need to retire comfortably and maintain assets for your heirs

Financial Planning – offered through American Portfolios Advisors, Inc.

  • Designing a comprehensive plan based on your situation, needs, goals, and risk capacity
  • Monitoring your account
  • Re-evaluating your plan periodically

Investment Management – offered through American Portfolios Advisors, Inc.

  • Recommending the appropriate investment vehicles to assist you in reaching your goals
  • Determining your asset allocation needs
  • Education about your risk tolerance

Risk Analysis

  • Implementing the best policy for your situation
  • Reviewing existing insurance policies
  • Recommending policy changes when appropriate

Education Funding

  • Recommending investment and accumulation strategies to help you finance your children’s education.

Estate Planning

  • Helping preserve your estate for your intended heirs
  • Helping with beneficiary designations
  • Reducing exposure to estate taxes and probate costs
  • Coordinating with your tax and legal advisors
  • Refer you to qualified legal specialists when needed

Tax Management

  • Offering methods to help reduce your current and future tax burden
  • Referring you to qualified tax specialists when needed

Explore All Our Resources in Your Financial Journey

Madison Managers offer several resources and tool you can leverage to educate yourself on all the topics of financial planning and wealth management.

Resource Center