Create An Investment Plan to Achieve Your Goals
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, ANSWER QUESTIONS about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.
When it comes to money, no two people are alike.
We each have a different financial history, different money challenges, and different goals for the future. Whatever your story, it should drive every choice you make about your money.
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Headquartered in White Plains, New York (next door to the Westchester County Airport), with branches in Syracuse (Fayetteville), Long Island (Hauppague), and Florida (Lake Worth), Madison Planning Group is a fiduciary financial planning and investment advisory firm dedicated to providing clear, trusted financial guidance.
Everyone out there seems to be full of financial advice—from the TV, to the internet, to that guy in the office next door. But what are the right answers for you? Trying to figure it all out can be overwhelming. But not figuring it all out can leave you paralyzed on your path to financial security.
At Madison Planning Group, we get it. That’s why we take a very different approach to your finances. We listen to your story, and then provide the personalized, trusted guidance you need. No templates. No generic solutions. No nonsense. Our team provides what you need, when you need it, including full-service financial planning, investment management, retirement planning, and risk management. And our approach combines education, collaboration, and action to help get you on a straight path toward your long-term financial goals—whatever your story may be.
Everyone has a story. What’s yours?
We’d love to hear it. Contact us today at 800-222-2091 to schedule a financial assessment and start the conversation.