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Our Approach

Personal Conversations, Purposeful Strategies


In our practice, people come first, and our relationship with you is just as important as the plan we help you develop. Throughout our work together, we’ll spend time getting to know you, learning what matters to you, and discussing what a great life looks like to you. Our goal is to build trust and develop a natural and open line of communication so you feel comfortable turning to us whenever you have questions, need advice, or want to share what’s going on in your life.

3 Step Process Graphic

Step 1 - Discovery & Analysis

Our first meeting is all about getting to know each other. We’ll ask what you hope to accomplish, what success means to you, and what concerns you have. Then we’ll share more about our firm and how we can help you. Once we know what’s important to you, we’ll conduct a thorough analysis of your financial situation to determine where you are in relation to your goals.


Step 2 - Planning & Presentation

As we assess your financial situation, we’ll look for ways to help you capitalize on opportunities, address potential risks, and more efficiently accomplish your short- and long-term goals. Then we’ll bring everything together into a cohesive strategy for your success. We’ll review our recommendations with you, taking time to discuss each strategy and make adjustments as needed.


Step 3 - Implementation & Support

Once we’ve reviewed the plan together and you feel confident about your strategies, we help you implement them. Our goal is to make the process as seamless as possible, and we provide regular updates to keep you in the loop so you can focus on living life. We become your go-to financial partner, there to help you make wise decisions and adjust your strategy as your circumstances and goals evolve.


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5005 LBJ Freeway, Suite 1600
Dallas, TX 75244

Office: (972) 774-2328
joanne@madarfinancial.com

Disclosure

Joanne Madar is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #254423), AZ, CA (CA Insurance License #0B51855), CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MI, MN, MS, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Joanne Madar is licensed and authorized to offer insurance in California and Arkansas, but MADAR FINANCIAL LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Joanne Madar is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1600, Dallas, TX, 75244, 972-774-2328. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, FL, GA, LA, MI, MN, NC, NJ, NV, OH, OK, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Leslie Cowdrey is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #20752755), and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Leslie Cowdrey is licensed and authorized to offer insurance in Arkansas, but MADAR FINANCIAL LLC may not be. For additional information on Arkansas licensure status, please click here.

Leslie Cowdrey is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 777 Main St Ste 3800, Fort Worth, TX, 76102, 817-637-3386. In this regard, this communication is strictly intended for individuals residing in the states of AR, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Lori Schulze is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of OR, SC, TN, and TX. No insurance business may be conducted outside the states referenced.

Lori Schulze is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2600 Network Blvd Ste 130, Frisco, TX, 75034, 214-926-6845. In this regard, this communication is strictly intended for individuals residing in the states of OR, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

MADAR FINANCIAL LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither MADAR FINANCIAL LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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