Rachel Comfort, CFP^®, CLU^®, ChFC^®

There are hundreds of wonderful financial resources out there. Unfortunately, there are also hundreds of not-so-wonderful resources. Clients can find themselves on information overload wondering which is which. Our clients look to Madison Financial, LLC for help filtering out the daily internet and media noise that plays on our fears and often drives irrational and sometimes harmful decisions. We offer guidance and education that is personal and custom.

Our clients don’t usually fit neatly into tidy boxes. They are real people seeking objective advice on financial decisions. We peer over the horizon with them to visualize what’s ahead and steer their plan toward their goals.

My role on the advisory team is as researcher and collaborator. I often work behind the scenes developing and fine-tuning recommendations. Discussions behind the scenes are sometimes in point/count-point style where we are working together to understand the overall impact of a particular course of action. From our perspective, while there are some foundational givens in financial planning, there are frequently two or three great ways to approach a plan.

Our goal is to provide clients the best possible financial guidance, excellent service, and ultimately the clarity they need to feel secure.