Our Services
We Help Clients Work Towards Their Financial Goals
We believe in serving our clients better, quicker, and more efficiently than other wealth management firms, and we take great pride in what we do.
This is the Madison Financial Commitment - the potential for you to receive our experienced, personalized financial guidance to help you pursue your goals and dreams.
Our Approach
We provide an easy-to-understand and ethical approach for solving the investing and financial planning challenges of today's marketplace. We act on the family principles - honesty, loyalty, and stewardship - on which our firm was founded and with the goal to provide the highest quality information, service, and products to our clients.
Financial Planning Services
A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:
- Retirement Planning
- Investment & Portfolio Management
- Income Planning
- Education Funding
- Estate Planning
Wealth Management Services
We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. Your portfolio may include:
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Indexed Funds
- Stocks
- Bonds
- Variable and Fixed Annuities
- Government Securities
- Brokerage Accounts
- Fee-Based Accounts
Insurance Services
Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:
- Life Insurance
- Long-Term Care Insurance
- Disability Insurance
Tax Efficient Investing Services
Our philosophy is based on “It’s not what you make, but what you keep.” While we can’t eliminate taxes, we can use strategies as appropriate to manage the tax liability. We are also blessed to have Elizabeth Day, CPA, Robert's wife, with us and as an Operations Manager as she can assist Rob with tax planning concerns if necessary.