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by Rebecca Mack | Jan 31, 2020 | Cyber Security, Fraud Protection
One of the richest men in the world, Jeff Bezos, had his iPhone hacked through a popular messaging app. The Saudi Crown Prince is a suspect but has denied any involvement. You might not be as rich as Bezos or have anything on your phone that Prince Mohammed bin Salman...by Rebecca Mack | Aug 26, 2019 | Fraud Protection, Social Security
Turning 65 means a lot of great things – you’re eligible for Medicare, you’re at or near your full Social Security age, and of course you can get into some museums, buy Amtrak tickets, and eat at certain restaurants for a discounted price. Unfortunately, you may also...by Rebecca Mack | Oct 9, 2018 | Fraud Protection, Social Security
Recently, the Social Security Administration announced that they are taking action in an attempt to crack down on Social Security fraud. With the biggest Social Security day of the year, October 11, fast approaching, where Social Security beneficiaries find out how...Oops! We could not locate your form.
At Madrona Financial Services we strive to help everyone we can plan for a meaningful and secure retirement. We specialize in designing comprehensive retirement plans that cover all aspects of the retirement planning process. We call this process the Madrona Bundle of Services and it includes everything from Investment Management and Tax Strategies, to Legacy Planning and Real Estate Investing. To provide the most benefit from the Madrona Bundle of Services it takes a minimum amount of net investible assets for us to work with.
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At Madrona Financial Services we strive to help everyone we can plan for a meaningful and secure retirement. We specialize in designing comprehensive retirement plans that cover all aspects of the retirement planning process. We call this process the Madrona Bundle of Services and it includes everything from Investment Management and Tax Strategies, to Legacy Planning and Real Estate Investing. To provide the most benefit from the Madrona Bundle of Services it takes a minimum amount of net investible assets for us to work with.
On March 25, 2020, the SEC announced the extension of filing and delivery deadlines for investment advisers if impacted by the coronavirus. The Commission also eased disclosure requirements for advisers relying on this extension. The Orders dated March 25, 2020 supersede and extend the filing periods covered by the Original Orders dated March 13, 2020. Among other conditions, entities must notify the Division staff and/or investors, as applicable, of the intent to rely on the relief, but generally no longer need to describe why they are relying on the order or estimate a date by which the required action will occur. Investment advisers relying on this Order with respect to the filing of Form ADV or delivery of its brochure, summary of material changes, or brochure supplement required by Rule 204-3(b)(2) or (b)(4), must promptly notify the Commission staff via email at IARDLive@sec. gov and disclose on its public website that it is relying on this Order. Any investment adviser relying on this order with respect to filing Form PF required by Rule 204(b)-1 must promptly notify the Commission staff via email at FormPF@sec. gov stating that it is relying on this Order. The Order would extend the following obligations for which the original due date is on or after the date of the original Order (March 13, 2020) but on or prior to June 30, 2020. Advisers must file as soon as practicable, but not later than 45 days after the original due date for filing or delivery, as applicable.
Amendments to Form ADV and reports on Form ADV Part 1A;
Amended brochures, brochure supplements or summary of material changes to clients and;
Form PF filing requirements
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