Skip to main content

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

  • 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
    • FAQs
  • Your Money 
    • Account Access
    • Madison Wallet
    • Get Paperless Pershing Acct
  • Learning Center 
    • The Blog
    • Events
    • E-Seminars
    • Madison News
    • Videos
    • Social Media Disclosure
    • Forms Library
  • Get Started 
    • Schedule A Complimentary Meeting
    • Tell A Friend

Everyone has a story.

What's Yours?

    You are here

  1. Home
  2. How We Help
  3. State Employees and Healthcare Professionals

State Employees and Healthcare Professionals

With nearly 20 years of experience working with a variety of professional associations and state organizations, our team has a deep understanding of union benefits—including pension benefits and deferred compensation—and the financial planning challenges of independent physicians, dentists, and pharmacists.

Using that information and our general knowledge of financial planning and investment management strategies, we work with individuals to build customized financial plans to help drive smart financial decisions that address each individual’s personal needs and goals. As part of the process, participants receive a “working report”—a physical financial plan that includes recommended allocations for 457 Deferred Compensation, 401(k), and other relevant plans . Once the recommendations are in place, we update the financial plan each year to be sure it continues to address the participant’s long-term objectives.

Seminar.jpg                          Rochelle - College Planning.jpg

Gary Schwartz leading a seminar in NY Court System                            Rochelle Odesser leading a seminar at our White Plains Branch

                                                                                                                                          in Westchester County NY

Worksite Educational Programs

IMG_20170630_131213.jpg

We believe education is vital to every employee’s financial success. Our team is available to provide lunchtime educational seminars to your employees on a wide variety of financial planning-related topics. To schedule a lunchtime seminar or to learn about our availability to present at your association’s upcoming conference, contact bschwartz@madisonplanning.com. 

Some of our most popular sessions include:

  • Retirement Planning 101
  • Investment Planning 101
  • Maximizing Your Retirement Income
  • Getting the Most from Social Security
  • Women & Money: Closing the Gender Gap
  • Gender Fairness: Protect Your Rights
  • 457 Allocations: Choices that Make a Difference
  • Your Pension: Today and Tomorrow
  • Estate Planning: It’s Not Just for the Wealthy!  
  • Tax Planning that Puts More $ in Your Pocket
  • Protecting Your Biggest Asset: YOU! (Life, Disability, and Long Term Care Insurance)
  • Protect Your Retirement Income with an IRA Rollover
  • Paying for College: Options at Every Stage

How We Help

  • Financial Counseling
  • Investment Management
  • Retirement Planning
  • Risk Management
  • Worksite Education for Employees
  • State Employees and Healthcare Professionals

Book a Meeting

Tell a Friend

Employees of the New York State Court System

Part of your benefit package includes free financial planning services from Madison Planning Group to help you optimize your benefits as part of an overall personal financial plan. Through our partnership with the New York State Unified Court System, all eligible members receive two meetings with a Madison Planning Group advisor at your home or office, as well as a free financial plan.

4 New King Street, Suite 120
West Harrison, NY, 10604

  • Disclosures and Privacy
  • Form ADV
  •  Toll Free: 800-222-2091
  •  Fax: 800-249-9403
  •  bschwartz@madisonplanning.com
  •  
  •  
  •  

Securities and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC. Additional advisory services offered through Madison Advisory Services, Inc. Insurance services offered through Madison Planning Group, Inc. Royal Alliance Associates, Inc. is not affiliated with either entity. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, IL, MA, MD, MN, NC, NJ, NV, NY, PA, RI, SC, VA, VT. No offers may be made or accepted from any resident outside the specific states referenced.

© 2018 Madison Planning Group. All rights reserved.

Website Design For Financial Services Professionals