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Casey Madden, CFP®

Licensed Annuity Investigator

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More About Me

My name is Casey Madden, I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.

Despite the current volatility in the market and the low interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

I’ve been a financial advisor since 1991, and throughout that time, my job has been anything but dull and normal – especially given the roller coaster ups and downs of the stock market.

Many years ago, when my grandfather lost his entire estate to long-term care costs, I learned early on the importance of planning ahead.

I also knew that, even with a degree in Finance from Michigan State University, I needed additional financial education in order to properly serve my clients, so I obtained the Certified Financial Planner certificate. Throughout the years, I have also earned life, health, and long-term care insurance licenses, as well as the Investment Advisor Representative designation.

I reside in Chicago. But even though my office is located in Illinois, I work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.


Casey Madden, CFP®