Where is the you in
your planning?
Where is the you in your planning?
The Madison Group
We’re dedicated to comprehensive wealth preservation for high-net-worth families and businesses. Through the placement and management of life insurance portfolios, we help people with their financial goals. We understand that each person looks at the world through a unique set of eyes — each has life experiences that form the fabric of their vision and values. We create processes to facilitate those personal plans and honor unique legacies. Our entire business model is designed with this philosophy in mind.
The catalyst for
wealth preservation.
Wealth has impact. When wealth and family are addressed together, the sum of the impact is far greater than if each is managed in isolation. Our services range from the simplest or most immediate need, to the most complex and comprehensive planning.
The catalyst
for wealth preservation.
Wealth has impact. When wealth and family are addressed together, the sum of the impact is far greater than if each is managed in isolation. Our services range from the simplest or most immediate need, to the most complex and comprehensive planning.
The ideal planning dynamic.
The measurement of success is satisfaction — a plan that is totally personal and completely relevant. We create and manage holistic plans while working in conjunction with all of your advisors. Together we uphold your vision and create a unified voice for implementation, working together as advocates in your results-based planning.
The ideal planning dynamic.
The measurement of success is satisfaction — a plan that is totally personal and completely relevant. We create and manage holistic plans while working in conjunction with all of your advisors. Together we uphold your vision and create a unified voice for implementation, working together as advocates in your results-based planning.
A collaborative advisor team.
When all of your advisors work as an agile team, your plan gains wisdom — integrating finance with vision. Our behind-the-scenes modeling and strategy development solidify your advisor’s recommendations and provide checks and balances for all ideas under consideration.
A collaborative advisor team.
When all of your advisors work as an agile team, your plan gains wisdom — integrating finance with vision. Our behind-the-scenes modeling and strategy development solidify your advisor’s recommendations and provide checks and balances for all ideas under consideration.
The ideal planning dynamic.
The measurement of success is satisfaction — a plan that is totally personal and completely relevant. We create and manage holistic plans while working in conjunction with all of your advisors. Together we uphold your vision and create a unified voice for implementation, working together as advocates in your results-based planning.
