Madrona Financial Services

Call: 844-MADRONA

THE MADRONA BUNDLE OF SERVICES

An All-Inclusive Approach To Retirement Planning Built Just For You

I WANT TO LEARN MORE ABOUT THE MADRONA BUNDLE







Join Us For A Free Educational Lunch & Learn Event:

Date: Tuesday July 11th

Time: 12pm – 2pm
Location: Lombardi’s in Mill Creek
19409 Bothell-Everett Hwy, Bothell, WA 98012

Everything You Need Under One Roof

Don’t let disorganization become one of your biggest financial problems. A lack of communication and coordination of strategies could wreak havoc on your retirement plan. Keep your financial strategies in order with the Madrona Bundle of Services. The Madrona Bundle provides you with all of the tools you need to build a comprehensive retirement plan in one place, and under one roof.

Tax StrategiesKeep More of What You Have

Legacy BuildingA Plan For Your Loved Ones

Retirement SolutionsSecurity and Protected Income

Investment Management – Seek Opportunities and Avoid Risk

Your Speakers

Scott Hyde

Scott is a CPA and Investment Advisor Representative. He has 30 years of experience and enjoys helping clients with financial planning, tax, accounting, and business management.

Dave Rumsey

Dave Rumsey is a CPA and an Investment Advisor Representative. In addition to preparing individual and business tax returns, he also specializes in the areas of wealth management, tax saving opportunities, and business operations.

RESERVE MY SEAT

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Experience the Madrona Difference

Find out how you can put the power of The Madrona Bundle to work for you.

844 MADRONA

Madrona Financial Services

Investments | Retirement | Taxes | Legacy

It’s important to all of us at Madrona Financial to keep our friends and clients informed. Our purpose is to continue to let you know what’s on our mind relating to the world of investing and retirement in an easy and fun format.

Madrona Financial Services is an investment advisor registered with the U.S. Securities and Exchange Commission. Advisory services are only provided after receipt of disclosure documents and execution of an advisory agreement. The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes.

Madrona Financial Services, LLC, is an investment advisor registered with the U.S. Securities and Exchange Commission. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training. Advisory services are only provided after receipt of disclosure documents and execution of an advisory agreement. The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services. When we refer to preparation and filing of tax returns, tax returns are prepared and filed by our wholly-owned sister company Bauer Evans, Inc. P.S., a licensed certified public accounting firm. Madrona Financial Services, LLC is a registered investment adviser with the SEC.

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