CM Financial

rprofile


0005Working as a financial advisor since 1991 has been anything but dull and normal. The financial world has been a roller coaster of euphoric gains to crashing sleepless nights. Casey Madden graduated from Michigan State University with a degree in Finance when the ride started. Early in his career, Casey decided to work with retirees on their financial plans based on two thoughts.

First, Casey understands the retiree has worked all their lives to build their nest eggs. They want to protect and preserve their assets in all facets of their retirements.

Second, in 1990, Casey’s grandfather lost his entire estate to long term care cost due to his family’s lack of planning. Even with a Finance degree, he realized he needed education focused on financial planning.

A graduate of Loyola University, Casey obtained his Certified Financial Planner certificate in 1999 which revolutionized his practice. Not only does the CFP provide Casey with practical everyday solutions, it also requires him to stay updated on the latest changes in the financial planning world. Because of the changing complications of IRA’s, 401K’s and other retirement accounts with taxes, Casey joined Ed Slott’s IRA Master Elite IRA Advisor Group to add another level of specialization to his practice.

An original chartered member of, Casey has access not only to the latest tax strategies on retirement accounts but also solutions for problems with retirement account issues. Casey is a member of the National Ethics Bureau and Financial Planning Association.  

Casey is an Investment Advisor Representative with Brookstone Capital Management , an independent investment advisory firm with no proprietary relationships. TD Ameritrade is the custodian of Casey’s clients who have access to a large array of investments of investments. Casey hold the following license: Illinois and California insurance license for health, life and long term care. Casey’s been quoted in the Smart Money Blog of the Wall Street Journal.

 


Ed Slott’s Master Elite IRA Advisor Group™ is solely an indication that the financial advisor has attended training provided by Ed Slott and Company, maintained an Elite IRA Advisor Group membership for two or more years, passed bi-annual examinations on material covered at conferences and in webinars and met other membership requirements and does not constitute an endorsement of any kind. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment success.