Tony Madsen, CFP®

Cash flow planning for mid-career (typically age 30-50) 1099 income earners.

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NewLeaf Financial Guidance Tony Madsen, CFP®
Redwood Falls, MN

Serving Clients Nationwide

Cash flow planning for mid-career (typically age 30-50) 1099 income earners.

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Tony Madsen. Nothing is more important to me than my faith, family, and friends. On a daily basis I strive to be the best father and husband possible.

My beautiful wife, Michelle, and I are proud parents of our sons, Simon and Carsten. We enjoy traveling with friends and spending as much time as we can with our ever-changing boys.

I have a passion for working with my clients. I believe in using my financial planning expertise to simplify complex topics to help my clients gain understanding of their situation. My education-first style helps my clients to fully understand the reason why a strategy makes sense prior to implementation. Regardless of your style, from do-it-yourselfer to delegator, I am able to guide you through making financially wise decisions.

Prior to founding NewLeaf Financial Guidance, I spent the first eight years of my career working for the largest financial planning company in the United States. I held positions in customer service, financial planning sales consulting, product management, and finally as a financial advisor. My experience has proved invaluable as I have worked with clients from all walks of life.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • The AGC
  • XY Planning Network

Primary Location

Redwood Falls, MN, 56283

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Subscription

Offers Investment Management

Yes

About our Firm

NewLeaf Financial Guidance provides comprehensive financial planning, including cash flow planning, debt management, retirement planning and investment planning to help medical professionals, small business owners, and business professionals organize, grow and protect their assets through life’s transitions.

As a fee-only, fiduciary, and independent financial advisor, Tony Madsen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Specialties: Comprehensive Financial Planning, Student Loan Repayment Strategies, Personal and Small Business Cash flows, Retirement Portfolio Management, Generations X and Y.

NewLeaf Financial Guidance is a DBA of XYPN Invest, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) and notice filed in various states where required. XYPN Invest offers advisory services to clients or prospective clients in jurisdictions where XYPN Invest and its representatives are properly notice-filed, registered, or currently exempt from registration.

Education

Augustana University (SD), Bachelor of Arts, Business Administration

Badges

Hobbies and Interests

  • Family
  • Sports

Who We Serve

  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.