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.
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.
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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
To choose a plan, it’s important to ask yourself four key questions.
The federal government requires deceased individuals to file a final income tax return.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
At what point can you call a personal vehicle commercial?
When you’re married and have children, insurance needs will be different.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Are you ready for retirement? Here are five words you should consider.
What does your home really cost?
What are your options for investing in emerging markets?
What is your plan for health care during retirement?
Why are 401(k) plans, annuities, and IRAs so popular?
Even low inflation rates can pose a threat to investment returns.