Welcome to West Madison Wealth Management
We are glad you've taken the time to visit our website, because we believe, that in an environment where increasingly challenging financial markets, longer life expectancies, and the financial complexities of modern family, are the norm rather than the exception, everyone can benefit for experienced advice. With that in mind, we seek to help our clients navigate through these markets, and at the same time create long term partnerships as your trusted advisors. We are committed to helping you work toward your lifetime goals, by building a prudent financial plan, and the strategies to execute the plan. We start by initially defining the goals and targets, and as time passes by, and conditions change, we'll work together to adjust our plans and strategies as needed to help keep us on track.
If you are thinking of becoming one of our clients, please reach out to us, your interest is welcome, and we will set time aside to visit, and learn more about you and the kind of services you're seeking.
Whether you're a new private investor, experienced and sophisticated, or already planning on structuring a multi-generation plan; or if you are an institutional investor seeking help for your company, cash management solutions, 401(k) plan, or you're looking for help managing your foundations assets, let's set time to talk and see how we can work together.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Here are five facts about Social Security that are important to keep in mind.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
With alternative investments, it’s critical to sort through the complexity.