Madrona Financial Services

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Bundle Up Your Finances

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If you’re at or near retirement age you’ve probably heard plenty of talk about directions to take. Madrona Financial is comprised of a team of investment advisors and CPAs, and have a unique, all-encompassing approach called “the bundle”. Funding and sustaining a successful retirement strategy requires coordination between investing, tax planning, insurance, awareness of your personal needs, and a team around you that can execute them all.

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Madrona Financial Services

Investments | Retirement | Taxes | Legacy

*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 will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Additionally, Madrona Financial Services cannot and does not guarantee the performance of any investment or insurance product. Madrona and its advisor representatives receive commissions on the sale of insurance products. 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. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training.

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