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  • 206 Boston Post Rd
  • Madison, CT 06443
  • Phone: 203.245.3131
  • Fax: 203.245.2508

Our Services

Our team’s education, designations, licenses, registrations, and combined 50+ years experience allows us to offer a wide range of strategies and services to help you pursue your financial goals. We want you to experience firsthand the personal attention and customized approach we take when working with our clients.

Retirement Income Planning

Retirees are living longer, so you may need to plan for 30 or 40 years in retirement. Retirement income distribution strategies designed to account not only for inflation and market fluctuation, but also for your specific needs and tax concerns, are critical to providing consistent income and capital protection. Maximizing lifetime Social Security benefits on the family level, rather than just on an individual basis, is just one of the many strategies we employ when developing your retirement income plan.

Employment Transitions

Throughout your career, changes are almost certain to occur. We will help you maneuver through your employment transition by educating you on your rollover options, reviewing your retirement goals in light of the changes in your employment, and discussing the consequences of your beneficiary designations.

Estate Planning

Transferring wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with family, friends, and the charitable organizations. We will work with your other trusted professionals, such as your attorney or accountant, to ensure assets are distributed according to your wishes.

Professional Portfolio Management

Madison Investment Center can help you invest and allocate your assets according to your preferred investment style and risk tolerance. Our asset management strategy eliminates the need to focus on day-to-day market fluctuations and concentrates instead on the overall investment portfolio relative to your unique goals.

Life Insurance and Long-term Care Planning

Life insurance needs depend on various factors and are unique to your personal circumstances. Whether it is used to replace income, cover debt, protect assets from taxes, or provide additional opportunities to create wealth, life insurance is a critical part of any financial plan and must be reviewed regularly.

Education Planning

An investment in higher education is an investment in the future. Planning for college is most efficient and effective when done early. However, there are strategies to help make the most of your savings and reduce the amount you or your loved one may need to borrow to pay for school.