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  • 206 Boston Post Rd
  • Madison, CT 06443
  • Phone: 203.245.3131
  • Fax: 203.245.2508
Meet Our Team Education Planning Retirement Income Planning Employment Transitions

Independent

Madison Investment Center is an independent financial services firm. We are “employed” by you, our client. We work with LPL Financial, one of the nation’s largest broker dealers, to provide state of the art resources and tools. Independence allows us to offer objective research, conflict-free advice, and guidance. Our focus is on your needs and assisting you in pursuing your investment goals.

Experienced

Investors require knowledgeable, experienced and caring professionals to navigate through the intricacies of an ever-changing investment landscape. The team at Madison Investment Center brings not only the professional training and credentials necessary to serve the needs of our clients, but also a diverse, broad range of personal experiences, and perspectives. We’re licensed to provide financial services in multiple states across the country.

Personal

The team at Madison Investment Center is dedicated to developing multi-generational relationships that are built on personal attention and an understanding of our client’s fiscal goals and lifestyle aspirations. We act as a “financial sounding board” and encourage our clients to contact us prior to making any major financial decision. This includes life events such as, buying a home, starting a business, saving for college or preparing for retirement. We review the advantage and disadvantages of each course of action so our client’s can make an educated decision.

Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

 

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Emerging Market Opportunities

What are your options for investing in emerging markets?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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