Broker Check
 
Heart of a Teacher

Generational Family Planning

At Madison Financial and Associates, we are first and foremost committed to delivering honest guidance, objective advice, and excellent service to our clients and their families. Even our name, Madison, is a multi-generational name, dating back to our founder’s great-grandfather. We built our firm on the strong family values of honesty, loyalty, and stewardship, and we strive to pass these values onto our clients every day. As a result, our client relationships often span multiple generations.

We believe in serving our clients better, quicker, and more efficiently than other wealth management firms. Contact us today to see how Madison Financial and Associates can help you and your family.

View our Services
 

Investments

 
 

Retirement

 
 

Estate

 
 

Insurance

 
 

Tax Planning

 
 

College Planning

 
 

Business Planning

 
 

Money Management

 

Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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.

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

View all articles arrow

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

View all videos arrow