Financial planning

Individual Investors

The Initial Meeting Determines Direction

At Madden Funds Management we work with individuals who we can help grow their most important money—money that can’t be replaced and will be needed to meet their retirement income goals.

Twenty years of working with pre-retirees and retirees taught us how to make the initial meeting productive for both Madden and the prospective client.
Our consultative process allows Madden to get to know you. Together we identify your goals, time horizon, investment constraints and preferred level of risk.

And you get to know Madden from a presentation that gives an overview of how we work with clients.

The mutual interchange helps determine if there is a mutual interest in working together.