YOUR INVESTMENT STRATEGY GUIDE

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Currently a Madrona Financial Services client?

BUY LOW, SELL HIGH

  • Are you tired of paying broker-dealer commissions?

  • Do you have old 401(k)s that are not being looked after?

  • Are you sure your current financial advice is in your best interest?

  • Are you saving enough now to meet your retirement goals?

  • Are your investments positioned to buy low and sell high?

  • Are you exposed to too much risk in your portfolio?

Investment Management

Investment management does not have to be complicated to achieve the best results. It starts with your goals, time horizon and risk tolerance and ends with a financial plan that mitigates your exposure to risk, minimizes your tax liability and maximizes your potential returns. At Madrona Financial Services, we pride ourselves on taking the time to educate every client on the options available to them so that you have the opportunity to understand the big picture and make educated investment decisions with our personalized guidance.

We are different from most other financial advisors you’ve met with before. Our sister company, Madrona Funds, LLC, actively manages three exchange‐traded funds that invest in domestic equities (FWDD), international equities (FWDI) and bonds from around the globe (FWDB). We also thoroughly understand the tax implications of any recommendation we make, as we have employees who are currently CPAs on staff. Our clients know first‐hand that it’s not only about how much you make, but how much you keep.

If you are looking for security and performance for your investments, please complete the form on this page to receive our investment management guide, absolutely free. Our friendly and knowledgeable staff are also standing by at our offices to take your call if you would like to request a complimentary meeting to discuss your financial plan. It’s quick, it’s easy and costs you nothing to see for yourself if we can improve your investment strategy. We look forward to helping you invest in your future.

INVESTMENTS TAXES  |  RETIREMENT  |  ESTATE

Phone: 1-844-MADRONA

Email: info@madronafinancial.com

© Madrona Financial Services – 2015

Corporate Office:

2911 Bond Street, Suite 200,
Everett, WA 98201

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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.