Advisory Relationships

Planning + Implementation

Financial planning should answer two simple questions: What matters to you? What do you want to have happen to your stuff when you’re gone?

If clarity tells us where we are, vision allows us see where you can go and how to get there. Once we have identified areas for improvement + the order of importance, we proceed with project-based engagements. Throughout our annual partnership, we make recommendations based on first-hand experience and applied learning.

The success of each project relies on the effectiveness and efficiency of the collective team, including a client’s existing advisors and counsel, personal support staff, partners and/or family. We work closely to implement solutions and educate everyone along the way, building knowledge + confidence as we plan, execute, and monitor progress.

A COLLABORATIVE APPROACH + TRUSTED PARTNERSHIPS ALLOW US TO ADDRESS SPECIFIC CATEGORIES OF FINANCIAL PLANNING, INCLUDING: PROTECTION, OPPORTUNITY, AND LEGACY.

Our Perspective

“Our clients’ responsibility is to dream big. Ours is to bring clarity to the complex, coordinate their financial positions, and align the pieces that can make their dreams a reality.”

Kuldeep Madan, Founder + CEO

Protection is Security

“M+ focuses on the thing that matters: the client. From the impeccable service to the depth of their solutions, they demonstrate absolute loyalty to their clients & their best interests. Their level of communication, not only to clients but to advisors involved, is a step above.”

R. Ryan, International Tax Services Lead

 What are your potential obligations? You’ve worked hard to accumulate assets, making it critical to properly protect your estate from known and unknown threats or outside interference.

+ SECURED AGAINST LIABILITY
+ STRUCTURED FOR EFFICIENCY
+ CONTROLLED RISK + EXPENSES

We believe that Protection is about much more than “risk management.” It’s how we secure the earning power for your estate and maximize the available resources for opportunities.

Opportunity is Freedom

“After many years of working M+, I’m still impressed by their detail + attention to every aspect of client planning. Their professional approach, collaborative manner and superior relationship management skills make them an excellent partner in enhancing the client relationship.”

M. S. Mirone, Tax Attorney

 What are your advantages + interests? The tools and resources for financial planning expand as wealth increases, letting us explore + implement options outside of traditional management models.

+ Investment Management
+ INCOME Tax Planning
+ Business Structuring

Our clients rely on our team for innovative thinking + experience-based execution. We manage project implementation, from concept through setup, including on-going monitoring and adjustments.

Legacy is Impact

“Working with Kuldeep is an exercise in working with a professional who can take a complex subject, reduce it to an understandable problem solve, then actually produce a result that solves the problem. And in such a way that the client has both a short term and long term protective envelope.”

S. J. Kasselman, Trusts + Estates Attorney

 What can you do now to prepare for an uncertain future? It’s impossible to know what regulations & complexities your heirs will encounter but we can implement measures for estate preservation.

+ Incremental Estate Planning
+ Charity & Philanthropy
+ Governance & Continuity

Our clients find comfort in knowing that we have planned and put solutions in place that ensure future generations will benefit from their hard work and smart financial planning decisions.

The above endorsements have been provided by referral sources to our practice who, in turn, receive periodic referrals from us. They are not clients of the practice.

Financial plan recommendations can be implemented with the advisor of your choosing.  Implementation of specific products or services may result in commissions or fees outside of a financial planning fee.

A warm introduction is how we start every relationship.

Our planning engagements require meaningful connections and complete trust. We assess fit based on strict criteria, including a referral and/or references.

PLEASE FILL OUT THE FORM BELOW:

The information provided is not written or intended as specific tax or legal advice. Neither Madan+Associates nor MassMutual, its subsidiaries, employees, and representatives are authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.

LICENSING   BROKERCHECK BY FINRA   CUSTOMER RELATIONSHIP SUMMARY

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). Madan+Associates is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ is located at 48 S. Service Road, Suite 400, Melville, NY 11747; (516) 391-0300.

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