Our Services

At Madison Wealth Managers, we put you first. We seek to know your financial situation and understand your needs and goals to aid in your financial success. Our firm is comprised of highly qualified, knowledgeable, and experienced advisors. A financial advisor of your choosing will work with you one-on-one. Together, you and your advisor will create a comprehensive financial plan to meet your needs and help you reach your goals.

Retirement Planning

  • Managing assets before and during retirement
  • Assist you in understanding your company-sponsored retirement plans and IRAs
  • Determining how much you need to retire comfortably and maintain assets for your heirs

Financial Planning – offered through American Portfolios Advisors, Inc.

  • Designing a comprehensive plan based on your situation, needs, goals, and risk capacity
  • Monitoring your account
  • Re-evaluating your plan periodically

Investment Management – offered through American Portfolios Advisors, Inc.

  • Recommending the appropriate investment vehicles to assist you in reaching your goals
  • Determining your asset allocation needs
  • Education about your risk tolerance

Risk Analysis

  • Implementing the best policy for your situation
  • Reviewing existing insurance policies
  • Recommending policy changes when appropriate

Education Funding

  • Recommending investment and accumulation strategies to help you finance your children’s education.

Estate Planning

  • Helping preserve your estate for your intended heirs
  • Helping with beneficiary designations
  • Reducing exposure to estate taxes and probate costs
  • Coordinating with your tax and legal advisors
  • Refer you to qualified legal specialists when needed

Tax Management

  • Offering methods to help reduce your current and future tax burden
  • Referring you to qualified tax specialists when needed
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