YOUR LIFE AND LEGACY BUILDER

NET INVESTABLE ASSETS: (exclude your primary residence)

YOUR PREFERRED LOCATION:*

HOW DID YOU HEAR ABOUT US?*

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PROSPERITY FOR GENERATIONS

  • Will your home avoid probate at your passing?

  • Will your heirs receive benefits in a tax-efficient manner?

  • Have you satisfied your charitable intent with your current estate plan?

  • Are you aware that lower cost corporate trustee services are available?

  • Have you shared your final wishes with your loved ones?

  • What mark will your legacy leave?

Legacy Building

Estate plans need to be designed and executed with a high level of attention to detail in order to minimize related taxes for your family and heirs, allow your assets to pass on outside of probate court and make sure your final wishes are carried out exactly as planned. Even small mistakes can prove to be very expensive and invalidate legal documents, which is why our team of professionals takes the time to review every aspect of your plan extensively. At Madrona Financial Services, we look forward to the opportunity to help you get your affairs in order with the confidence of knowing your legacy will leave its mark.

  • Our CEO Brian Evans is a shareholder in National Advisors Trust, which allows us to provide you with sophisticated trust services to protect your interests at a significantly reduced cost.
  • Our CEO, Brian Evans, has been a CPA for over 30 years and we partner with Certified Public Accountants from our affiliate company, Bauer Evans Inc. P.S. We have the experience and skill-set to ensure your estate is designed efficiently so that your heirs aren’t left with a heavy tax burden.
  • We also work with our clients to make sure their familial and charitable desires are carried out properly.

You’ve worked your entire life to support your family and deserve the peace of mind that a comprehensive estate plan can give you. We encourage you to contact us for a complimentary estate plan review or to go over estate planning basics, but a good place to start making sure your family receives the maximum benefit from your estate is requesting your free copy of The Madrona Life & Legacy Planner. This is designed to assist you in developing lifetime goals, both personal and financial, and building your legacy so that your loved ones can navigate your estate with clarity once you are unable to do so. This guide will bring order to your affairs by helping you:

  • Express your last wishes
  • Name who will handle your affairs
  • Consolidate your important documents
  • Designate who receives your real estate & valuables
  • Consolidate and account for your investment accounts

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.