Our Beliefs

At 123 Financial we believe:

• Planning for your financial future is crucial to lifetime success.
• Understanding your specific needs, goals and financial situation is critical to building a successful long-term strategy.
• In tailoring your strategy to fit your unique needs, goals and situation.
• That regardless of what’s happening in the market, you don’t have to take excessive risks to work toward reaching your long-term goals.
• The manager of your retirement investments should have an established approach to help build your assets and to make them last throughout retirement.
• In periodically reviewing and adjusting your investments in response to changes in your needs, goals or overall strategy.
• In developing long term, quality relationships with our clients. 
• Being accessible to our clients.  You can contact Bill Madden at any time via mobile phone and/or email.