Which Client Are You?
At Madison Poole we believe every person can achieve financial independence through education, planning and consistent monitoring of your progress. While we work with clients from all walks of life, most of our clients fall into one of three categories: pre-retirees, just starting out or already enjoying retirement.
Pre-Retiree Executives
Our pre-retiree clients generally come to us within 10 years of retirement. We take the time to learn what is important today and for your future. Then, together we implement your complete wealth management plan. By working with us, you will benefit by knowing your income needs are more likely to be met in a wide range of life circumstances and market conditions, through well executed strategies.
New Career/Starting a Family
Our accumulation focused clients come to us as they are embarking on a new career or starting a family. Together, we will implement important protection strategies, budgets, and cash building methods that will create a strong foundation for your future. By working with us, you will benefit by knowing your loved ones are protected when life happens and that your long-term goals can be accomplished through well executed strategies.
Enjoying Retirement
Our clients in retirement come to us generally, with a desire to maintain their lifestyle and minimize financial worries. Together, we will implement your complete wealth management plan including important consideration to wealth transfer and asset protection. By working with us, you will benefit by knowing your retirement income needs are more likely to be met in a range of life circumstances and market conditions and that your wealth will be passed to the people and causes you care about the most through well executed strategies.