Legacy Building... all in one place.
retirement. You’ve worked hard tobuild your assets andour
eam will work just as hard to help you protect and grow what
you've saved.
INVESTMENT
MANAGEMENT
INVEST BETTER
It’s quick, it’s easy and costs you nothing to see for yourself if we can improve your investment strategy.
Tax
Strategies
Live Better
Retirement
Solutions
Retire Better
Plans that balance growth, risk, guaranteed income & liquidity to help you enjoy the successful retirement you’ve worked so hard for.
Legacy
Building
Give Better
About Madrona Financial Services
We have the experience and the resources to help you realize your dreams. By taking advantage of our integrated financial solutions, which include investment management, tax strategies, retirement, and legacy planning, our clients leave our offices with truly comprehensive financial plans that remove the stress of coordinating between several firms and offer the confidence of knowing that all of their finances are managed strategically. At Madrona Financial Services, we pride ourselves on an unparalleled level of client service and appreciate the opportunity to help make your financial ambitions a reality.
Your No Obligation Financial Review
Click To Find Out Why We Request A Minimum Of $500,000 To Work With Us.
About Madrona Financial Services
How can 30 MINUTES change your next 30 YEARS?
“I’m not certain the financial plan I have today is right for retirement, and I’m not sure where to begin.”
Get a team of CPAs and Wealth Advisors on your side for a no-obligation “QuickView” that could change your life in just 30-minutes by phone…and on your terms. Madrona Financial has made it easier than ever to find out if you’re on the right track for your retirement future. Schedule a convenient call to find out what you need to know about protecting your savings, creating income streams, saving on taxes and fees, and how to pick the best advisor for retirement.
GROWING YOUR WEALTH RADIO
WITH BRIAN EVANS
Catch Brian on the following stations:
Conservative Talk Radio KTTH 770 at 7:00 AM | KVI 570 on Saturdays at 3pm.
This Weeks Show:
Saturday, January 22nd, 2022
GET BRIAN’S LATEST BOOKS!
We have updated our loved Little Red Book Series! Empower your retirement knowledge with the new and improved Inside Retirement Investing Book Series!
When most people think about retirement, they may simply think of an age or an amount of money to retire with. These two factors alone aren’t enough to secure a prosperous retirement. Inside Retirement Investing series aims to help you address important questions that pertain to your retirement planning needs in an effort to help you get closer to reaching your goals now and in retirement. Download your free digital copy here to get started!
Discover the financial keys to retire successfully with our book, Prosperous Revelations!
We could never understand why you’d have to go to so many different places to get your financial affairs in order when they’re all SO interconnected. That’s why we combined all of the things you need in one place, with one committed team, working year-round, for you. Grab your copy of Prosperous Revelations today on Amazon.com, or you can download a free digital copy right now when you sign up for a complimentary financial review. You’ll also receive a paperback copy when you visit one of our offices as our gift to you.
OUR CUSTOMIZED FINANCIAL BUNDLES
Investments, taxes, retirement, and legacy planning should be managed while in the confidence of professionals. While there are countless individual firms on each of these essential areas, none of them help you manage them all simultaneously, in a cohesive way, to help you maximize the potential benefits of each. There are synergies to gain from addressing these topics in concert, as we do in our advisory practice. For more information on each of our services watch one of our videos below.
GRAB OUR LATEST USEFUL GUIDES!!
Social Security: 2021 EDITION
Maximizing Social Security in Today’s World
About 64 million Americans collected Social Security benefits in 2019, making it the largest single item in the annual federal government 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.
5 Helpful Tax Planning Tips
Navigating the New Rules
After a tumultuous 2020, the 2021 tax season could be complicated and confusing: The CARES Act could affect your tax situation this year, as could any changes to your personal finances in the last year. There are many factors that can impact whether your taxes will increase. 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.
IN THE NEWS
We are pleased to announce that Brian Evans has won the 2018 Five Star Wealth Manager award! By earning this honor, Brian has demonstrated a fantastic commitment to his clients. Five Star Professional has recognized, in the pages of Seattle magazine, an outstanding group of Seattle-area wealth managers and Brian is one of those. Five Star Wealth Managers are named using an in-depth research methodology that includes ten objective criteria. Congratulations to Brian!
Brian Evans is one of the founding members of Future Cast Forum, a collaborative of opinion leaders that explores both the current and projected market fundamentals influencing the Seattle / Bellevue metro area by 2020 and beyond. Its founding members and guest columnists will provide timely insights on the state of the economy, commercial and residential development, evolving demographics, wealth management considerations, and other influences that are reshaping the regional landscape.