Contact Info

Madison Financial Planning
Craig Bernard
206 Boston Post Road
Madison, CT 06443-0391

Phone: 203-245-3131
Contact Form
Website: madisonfinancialplan.com

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Services

• Financial Planning
• Retirement Planning
• Wealth Management
• College Savings
• Social Security and Medicare Planning
• Tax Strategies
• Gifting
• Estate Planning: Beneficiary Review,
• Business Planning
• Charitable Giving

Hours of Operation

Hours:
Monday 9AM–5PM
Tuesday 9AM–5PM
Wednesday 9AM–5PM
Thursday 9AM–5PM
Friday 9AM–5PM
Saturday Closed
Sunday Closed

About Us

For over 35 years Madison Financial Planning has specialized in providing comprehensive wealth management services to individuals, families and business owners.  Our team is committed to serving our clients as unique partners, requiring individual solutions and well thought out strategies to empower them to make their own decisions. Above all else, we value the relationships and trust that we build. 

We provide three valuable services for our clients - Financial Planning, Investment Management, and Risk Management. By addressing all three areas with our clients our team is able to define investment objectives, implement a personalized plan to address those objectives, and help preserve accumulated assets during retirement years.