Call: 844 MADRONA
by kirby | Feb 12, 2015 | Retirement
Have you ever noticed how everyone and everything has some sort of warm-up routine or countdown? From the ball drop on New Year’s Eve to a rocket launch. Think about it, even driving a car has a checklist of things that need to be done like checking mirrors, adjusting...by kirby | Jan 15, 2015 | Retirement
Our world around us can change pretty fast, and the last thing you need as a retiree is a costly surprise that you’re not prepared for. At Madrona Financial Services, we work hard to safeguard your money from corrections in the market, and at the same time, be...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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Oops! We could not locate your form.
Oops! We could not locate your form.
Oops! We could not locate your form.
Oops! We could not locate your form.
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.
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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