For more than 30 years we have been providing our clients with sophisticated financial planning counsel, unbiased asset management, investment accountability, and personalized service. The mission of Madison Financial Planning is to serve as a team of knowledgeable professionals who, with integrity and exemplary service, help our clients pursue their financial goals. Three factors that differentiate and define our firm are: Independent, Experienced, and Personal. LPL Financial does not offer proprietary products or engage in investment banking activities. Therefore, we can provide unbiased investment recommendations that integrate a broad range of investment products. Experienced: Investors need a knowledgeable and experienced partner who can guide them through the intricacies of investing and financial planning. Craig Bernard, CERTIFIED FINANCIAL PLANNER™, and his team are dedicated to using the financial planning process when working with clients. Personal: We create personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities. 

Securities offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.SIPC.org and FINRA www.finra.org.  Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.madisonfinancialplan.com. 


Madison Financial Planning

Org chart

Teams

Offices

Madison Financial Planning

Org chart

Teams

Offices

Related companies