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  • Do you want to protect and grow your savings predictably?

  • Do you have a plan to generate an income stream for as long as you live?

  • Is your income stream guaranteed and backed by A-rated companies?

  • Are you interested in participating in market gains without the risk of downturns?

  • Are you protected against inflationary risk?

Guaranteed Income

We have all had those days. Those mornings over the course of our careers when getting out of bed and going to work was the last thing we wanted to do, but you did. You worked hard for decades and you’ve finally done it. You reached the point where you’re ready to retire. That first Monday when you sleep in as late as you want…There are few moments as glorious.

This is the point where many retirees face one of the hardest aspects of being retired: switching gears (mentally) from amassing wealth to supporting yourself with it. This transition from accumulation to distribution sounds obvious, but you might be surprised by how strange it feels. You spent your entire adult life earning a paycheck and always adding to your retirement savings, your nest egg, “the pile.” Now the pile is as large as it is ever going to be and you need to be strategic about how you spend against it. Then you realize it: Your savings are finite now.

silverado-300x199When this finally sinks in, unless you own the Seahawks like Paul Allen, you might feel butterflies. You may find yourself staring at the ceiling at night, thinking about the question that all retirees stress over. “Am I going to outlive my savings?” You’re supposed to be enjoying life to the fullest and catching more Zs, not losing sleep with this uncertainty hanging over you. It’s ironic because technically, at this point in time you are the richest you ever have been or will be again, yet instead of confidence, you might feel vulnerable if you do not know how long your nest egg will last.

Madrona has the solution, with retirement plan services to fit your situation. It is fast, painless and most importantly, could add years of income to your portfolio. As the President and CEO of one of Washington’s premier retirement planning firms, Brian Evans has years of experience helping retirees ensure they’ll never outlive their savings. It starts with a complimentary financial review where your advisor will get to know you and your story, ask about your goals and profile, explain some financial retirement planning realities and ultimately help you make some educated decisions by guiding you through factors that affect your financial planning for retirement.

Financial Retirement Realities

  • With modern medicine, you’re going to live a long time.
  • Let’s be honest… You aren’t going to spend less in retirement.
  • You can’t afford nearly as much risk as you used to be able to.
  • But thanks to inflation, things will certainly get more expensive.
  • You’re retired, which means no more paychecks every other week.
  • You’ll live with the decisions you make today for the rest of your life.

The Income Questions

  • What other sources of income do you have, like a pension or Social Security?
  • Do you want to leave something for your family when you’re gone?
  • How soon after retirement will you need to start receiving income?
  • Are you expecting an inheritance at some point in the future?
  • Are you done working, or are you only partially retiring?
  • How much income will you need on an annual basis?
  • Do you have savings tucked away anywhere else?

When we have questions about our health, we wouldn’t hesitate to ask a professional doctor for advice. Sure, we could go it alone, but we might not be maximizing our longevity. That’s irrational when the alternative was as quick and simple as taking the time to ask the experts in their field for a checkup and a long-term plan. The same is true for your financial position. In order to make your money last as long as possible and achieve the goal of leaving behind a certain amount for your loved ones, you need a financial review and a long-term plan. Unfortunately, some retirees will be hesitant to visit their doctor when they should and as a result, are taking unnecessary risks. In terms of savings, if you want the best shot at being as successful as possible in retirement, you need to avoid that hesitation and seek professional financial advice. The only thing you have to lose is potential income, so do what hundreds of families already have. Reach out to Madrona Financial Services today and give yourself the gift of financial independence.


My Madrona

Phone: 1-844-MADRONA


© Madrona Financial Services – 2015

Corporate Office:

2911 Bond Street, Suite 200,
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.