Madison Poole
Madison Poole
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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.

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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.

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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.

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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.

Registered representatives of and securities products offered through OneAmerica Securities, Inc. Member FINRA, SIPC, a Registered Investment Advisor, 16132 North High Desert Street, Suite 100 Nampa ID 83687 208-461-6800. Insurance representative of American United Life Insurance Company® (AUL) and of other insurance companies.
Madison Poole is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.
Madison Poole has representatives who are licensed and authorized to conduct life insurance business in CO, FL, ID, NV, OR, UT. VA and WY. Madison Poole also has representatives who are licensed and authorized to conduct securities related business in AZ, CA, ID, MT, NC, NV, OR, UT, VA, WA and WY. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
Neither OneAmerica Securities, AUL, Madison Poole, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
Guarantees are subject to the claims paying ability of the issuing insurance company.
Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any governmental agency.

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