How We Help

Much of wealth planning looks at wealth itself, separate from the people. The Madison Group specializes in harnessing the personal vision and values of each client.

We serve as a member, resource and catalyst on our client’s planning team to develop and implement a highly cost-efficient plan with uniquely tailored financial strategies.

We provide services ranging from the simplest or most immediate need, to the most complex and comprehensive planning.

We can provide:

• Values-Based Planning - Many clients realize a desire to reflect on and capture their vision for the future of their wealth. Values-based planning is a forward-thinking process that brings a family’s ideals and principles to the forefront, integrates the best comprehensive planning strategies available, and creates a clear statement of ideals and philanthropic goals that family members can implement for generations to come.
  
• Comprehensive Planning - In concert with a client’s tax and legal advisors, all facets and aspects of planning are addressed – incorporating multiple strategies, and fully integrating cash flows, tax and estate distribution into the plan. This planning process is particularly effective if a client’s needs are complex and require the implementation and cohesive integration of multiple strategies within a plan.
  
• Life Insurance Audit - Addresses a client’s existing life insurance portfolio. Each policy is evaluated to ensure it is cost-efficient, tax-efficient, and is performing in a way that fulfils current needs, and reflects the financial vision of the client.
  
• Tactical Planning - Addresses immediate concerns, whether simple or complex, such as analysis of existing financial and estate structure; liquidity needs to meet current and future family and business needs; consultation on overall appropriateness, financial efficiency and safety of a diversified life insurance portfolio; analysis and recommendation of the best possible products to meet financial needs and wealth transfer goals.

The Madison Group conducts extensive research and modeling. We continually perform rigorous due diligence of financial strategies, products and life insurance, and exhaustive analysis of products and companies. We test performance criteria, evaluate new products and scrutinize company ratings. We maintain significant national and local contacts to stay abreast of changes in tax law and economic indicators.

Our goal is to develop a personalized, tailored plan that yields optimum benefits - immediately and well into the future. Our staff of JDs, LLMs, CFPs, and MBAs help integrate legal, tax, insurance and estate planning issues into sophisticated, comprehensive custom-designed programs.

Because of our technical expertise, we are able to devise competitive plans for even the most complex planning situations.