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Retirement Planning, Tax Strategies, & Estate Planning

The MADL COMPANY

Retirement and estate planning are deeply personal decisions. After years of hard work and disciplined saving, this is the time to make sure your money works just as hard for you — helping support the retirement lifestyle you envision and providing for the people and causes that matter most.

At The MADL COMPANY, we understand that retirement is more than reaching a number — it’s about creating confidence in the next chapter of your life. As an independent financial services firm, we help individuals and families design retirement strategies that coordinate income, insurance, and tax-efficient planning.

Our goal is to help you preserve what you’ve built, minimize unnecessary taxes where possible, and create a thoughtful plan that supports both your estate and financial independence for today and your legacy tomorrow.

Retire with confidence and peace of mind

Our Planning Process

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.

01

Start Smart

02

Apply Discipline

03

Communicate Progress

01

Start Smart

Get a Clear Understanding of Your Financial Life

First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.

Six Fundamental Financial Planning Considerations

There are six key areas that can shape your financial picture—both today and in the years ahead. The question isn’t whether these factors will influence your plan, but how they may impact your overall strategy.

At The MADL COMPANY, we take time to understand your perspectives and priorities in each of these areas. By assessing how these considerations align with your goals, we can develop a personalized plan designed to help you make informed decisions and stay on track toward a confident retirement.

Longevity

Outliving financial assets as the result of a longer life.

Inflation

Reduction in real purchasing power as the result of increasing cost of living.

Mortality

Loss of financial assets as the result of a partner’s or spouse’s death.

Liquidity

Limited access to assets to meet life’s unexpected financial needs.

Market

Unexpected reduction in the value of financial assets at the time of withdrawal.

Taxes

Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.

02

Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to help optimize your hard earned income and protect your finances, keeping your goals and objectives at the forefront of our planning process.

Our Services, Your Future

Your financial goals are as unique as your life story. That’s why we take the time to truly understand your needspriorities, and vision for the future—wherever you are in life’s journey. Together, we’ll design a personalized strategy and continue to review and adjust it along the way, helping ensure your plan stays aligned with your evolving goals and circumstances.

Increase you or your loved one’s future retirement income with a tax-efficient, capital leveraging strategy.

Establish tax planning strategies today for greater tax efficiency and financial flexibility later in retirement.

Support your retirement income plan with accumulation and tax-free distribution strategies in retirement.

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Design an income plan that delivers dependable income and financial security throughout your retirement.

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate planning strategies.

Secure your future with guaranteed lifetime income and protect your assets from market downturns and unexpected risks.

Develop strategies to protect assets against the effects of inflation.

Ensure access to assets to meet life’s unexpected  needs.

Make the investment in your child or grandchild’s future with the gift of a college education through life insurance.

Explore options to protect your income in the event of an illness or injury that prevents your ability to work.

Understand the benefits you are entitled to and how to maximize Social Security income in retirement.

Maximize the growth potential of your investable assets in accordance with your risk tolerance and financial goals.

03

Communicate Progress

Our Commitment to You

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.

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Meet The Advisor

Duayne J. Madl

Owner/Advisor

Now in his 52nd year in the industry, Duayne is a licensed life and disability insurance agent and Investment Advisor Representative (IAR) in Kansas and 12 other states. He has been a member of the Millioin Dollar Round Table (MDRT) for 48 years. MDRT is the preeminent Association of the Financial Services Industry.

Having entered the financial services industry in 1974, Duayne has vast experience in Retirement Planning, Estate/Legacy Planning, Executive Benefits, Business Continuation Planning, and Family Trust Trusts Planning.

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Complimentary Educational Resources

Our Upcoming Events

Events in January 2026

  • There are no events scheduled during these dates.

Our Downloads

Legacy & Estate Planning; Understanding the Basics

Estate planning is an important part of retirement planning. You’ve worked hard for your money and want to see your children and grandchildren benefit, and you probably want to see it passed down in the most efficient way possible.

Financial Calculators

CalcXML Financial Calculators

PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.

Financial Literacy Videos

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