Skip to main content

  •  Toll Free: 800-222-2091
  •  Fax: 800-249-9403
  • Client Login
  • Contact Us
  • NEWSLETTER SIGN UP
  •  
  •  
  •  

  • Home
  • How We Help 
    • Financial Counseling
    • Investment Management
    • Retirement Planning
    • Risk Management
    • Worksite Education for Employees
    • State Employees and Healthcare Professionals
  • How We Work 
    • Our Approach
    • Our Process
  • Our Story 
    • White Plains Branch
    • Long Island Branch
    • Syracuse Branch
    • Florida Branch
    • Events
    • FAQs
  • Blog
  • Articles 
    • Madison in the News
  • Videos

Everyone has a story.

What's Yours?

    You are here

  1. Home
  2. Our Story
  3. Frequently Asked Questions

Book a Meeting

Frequently Asked Questions

What is a Registered Financial Consultant® (RFC®)?

The Registered Financial Consultant (RFC) designation is awarded by the International Association of Registered Financial Consultants (IARFC) to financial advisors who meet the high standards of education, experience, and integrity required of its members. To receive the RFC® designation, an advisor must pass the IARFC’s examination and satisfy other requirements such as having a degree in financial planning. RFCs must comply with the IARFC’s Code of Ethics and take continuing education courses to maintain the designation.

What is a Certified Financial Planner® (CFP®)?

Licensed by the Certified Financial Planner Board of Standards, CFPs must complete an advanced college-level course of study addressing financial planning subject areas, including insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. In addition, they must pass a comprehensive CFP certification examination and obtain at least three years of full-time financial planning-related experience. To maintain the designation, CFPs must complete 30 hours of continuing education every two years.

What is your fee structure?

At Madison Planning Group, our asset management compensation is 100% transparent, so you know exactly what we make and the value we provide. We charge a competitive asset under management (AUM) annual fee that is computed on the value of the assets we manage. Insurance products, by their nature, are commission-based

I consider myself to be financially savvy. Do I need a financial advisor?

Did you know that even millionaires often hire the assistance of a planner? These highly successful and disciplined people know that accountability is a key to success. However, many people with the knowledge and experience to manage their own assets will procrastinate when it’s time to make a decision. Often their own needs take a back seat to jobs or family. We add value not only by helping you develop a plan, but also by implementing and adjusting it when necessary. Our knowledge and accountability as a financial advisor can help you take the necessary actions to meet your goals.

Can I use just one of your services?

Just as everyone’s story is different, so are your planning needs. While the majority of our clients turn to us for help with all of their planning needs, we’re happy to work with you to address specific situations and circumstances.

Our Story

  • White Plains Branch
  • Long Island Branch
  • Syracuse Branch
  • Florida Branch
  • Events
  • FAQs

Tell a Friend

10 New King Street, Suite 104
West Harrison, NY, 10604

  • Disclosures and Privacy
  • Form ADV
  • Form CRS
  •  Toll Free: 800-222-2091
  •  Fax: 800-249-9403
  •  bschwartz@madisonplanning.com
  •  
  •  
  •  
Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Madison Advisory Services, Inc. an investment advisor registered with the SEC. LSF is not an affiliated company. Neither Lion Street Financial, LLC nor Madison Advisory Services, Inc. provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Benjamin Schwartz at 800.222.2091.
*Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client not are they representative of any one client’s evaluation.

© 2022 Madison Planning Group. All rights reserved.

Website Design For Financial Services Professionals