Register for Upcoming Workshops

Lunch & Learn: DSTs & The Madrona Bundle

  • Date:Thursday, October 10th
  • Time: 12:00pm to 2:00pm
  • Location: Lombardi’s Everett
  • Address: 1620 W Marine View Dr., Everett, WA 98201

Lunch & Learn: DSTs & The Madrona Bundle

DSTs & The Madrona Bundle of Services

A NEW All-Inclusive Approach To Retirement Planning Built Just For You

Madrona Financial Services, LLC is a full-service financial advisory practice and the informed investor’s choice for DSTs. We have created the Madrona Bundle of Services and now offer DST opportunities to accredited investors.* The Madrona Bundle of Services provides you with all the tools you need to build a comprehensive retirement plan. This includes:

  • 2020 Tax Strategies KEEP More of What You Have In the New Year
  • Legacy Building – A PLAN For Your Loved Ones
  • Retirement Solutions SECURITY & Income PROTECTION Strategies
  • Investment Management – Strategically Balance GROWTH OPPORTUNITIES with Individual Risk Tolerance
  • Alternative Investments – REAL ESTATE Investing Without the Headache

We also have our team of financial advisors and CPAs to analyze potential DST offerings against a disciplined set of investment criteria. As fiduciaries, we are always legally obligated to act in your best interest. That means you can be confident in knowing that the DST opportunity has been thoroughly vetted and selected to meet your specific investment goals.

Join us if you want to learn more about DST opportunities and the Madrona Bundle of Services. Space is limited so reserve your seat today!

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*To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC. Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered).