Over the years at Madrona Financial Services, we have helped hundreds of clients achieve their financial goals by providing unbiased financial advice. We have a dedicated team of individuals whose goal is to help families and their loved ones protect their assets and estates to help provide financial peace of mind. Check out some of our useful guides below, and don’t forget to request your complimentary, no obligation financial review!

Social Security

Market Volatility in the New Age
Don’t Let the Health Crisis Become a Wealth Crisis for You in Retirement

Planning for retirement is never a “set it and forget it” activity: There are unexpected disasters, market drops, and changing laws that invariable cause retirees to reevaluate their plans of action. There’s no way to predict everything that will cause market downturns, but you can prepare yourself by having a solid financial plan in place.

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Social Security

Social Security: 2020 EDITION
BIG Changes Are Coming

About 64 million Americans collected Social Security benefits in 2019, making it the largest single item in the annual federal government’s budget. Although you will most likely not be able to maintain your current lifestyle on a SS benefit alone, it can make up a significant portion of your income and is guaranteed for as long as you live. Despite its importance, only 4% of retirees claim SS benefits at the optimal time. That’s why it’s important to know the rules of SS and how to use them to your advantage.

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Social Security

5 Helpful Tax Tips
Navigating Taxes in 2020

There are many factors that can impact whether your taxes will increase under the overhauled tax code. In addition to changes to your tax bracket and deductions (such as the number of dependents), there are other aspects of your overall tax strategy to address. Download our guide today to learn these 5 helpful tips!

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Everett, WA 98201


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. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services. Madrona Insurance Services and individual advisors affiliated with Madrona Insurance Services and Madrona Financial Services receives commissions on the sale of insurance products. Clients are not required to purchase insurance products recommended or to otherwise implement financial advice through Madrona affiliates. 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. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training.