Page 29 - Branchburg Funeral Planning Guide

Madison Main Advisors is a holistic financial planning firm serving individuals, families, businesses, and institutions globally. Our comprehensive suite of services can create
an effective strategy to help turn our clients’ long term vision into a reality. The firm is a Member Firm of M Financial Group, one of the nation’s premier financial services design and distribution companies serving the affluent and corporate markets.
Michael K. DePasquale
AIF®, CLTC, NSSA, RICP President
Email: MDePasquale@MadisonMainAdvisors.com Phone: (908) 653-7205
CA License # 0G84385
Michael has been in the financial services business for over thirty years.
He is one of the founding partners of Madison & Main Advisors. His goal is to work with individuals, families and businesses to create and preserve wealth through various investment and insurance related strategies. He has incorporated and created an extensive network of professionals both within and outside of his practice. His continued growth and endurance in this business may have been strengthened by the appreciation shown by his clients and their constant referrals.
Jeffrey D. Dattolo
CFP®, CLU, ChFC, CLTC, AEP®, NSSA, RICP Vice President, Director of Advanced Design
Email: JDattolo@MadisonMainAdvisors.com Phone: (908) 603-1256
CA Insurance License # 0L12374
Jeff is one of founding partners of Madison & Main Advisors. Madison & Main Advisors is a Member Firm of M Financial Group, one of the nation’s most innovative financial services design and distribution companies serving the affluent and corporate markets. He has over 30 years of experience in applying prudent investor principles to life insurance.
He specializes in tax-efficient life insurance design and management strategies to help maximize wealth accumulation and wealth transfer for clients. He works directly with clients and their advisors and his process focuses on the phrase; “take time to protect what you have worked your entire life to achieve”.
He works extensively with designing sophisticated life-insurance portfolios to help enable his clients and their advisors to increase economic
results, reduce risks, and/or enhance their flexibility in intergenerational wealth-management planning. A respected voice in the industry, he has contributed to Financial Advisor Magazine, Financial Planning Magazine and Private Wealth Magazine.
Madison & Main Advisors LLC, an independently owned and operated planning firm based in Madison, NJ. Madison & Main Advisors LLC is a Member Firm of M Financial Group. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC. File #4906568.1
Branchburg Funeral Home - Page 29