YOUR TAX STRATEGY GUIDE

NET INVESTIBLE ASSETS:

YOUR PREFERRED LOCATION:*

HOW DID YOU HEAR ABOUT US?*

MINIMIZE YOUR TAX BURDEN

  • Is your tax bill taking too much out of your paycheck?

  • Could your investment gains be taxed at a lower rate?

  • Do you know whether a Traditional or Roth IRA is better to save in?

  • Should you pay down your mortgage faster or hold onto your write-off?

  • Will your heirs be taxed heavily when they inherit your assets?

Tax Strategies

Taxes are one of the single largest expense we have, yet we spend so little time considering ways we can keep Uncle Sam out of our wallets. At Madrona Financial Services, one of our founding principles is to help our clients identify ways to lower their overall tax burden. Our CEO and Chief Investment Officer, Brian Evans, is a Certified Public Accountant that has been helping families just like yours pay the legal minimum in taxes for over 30 years. Every financial move you make has tax implications and it goes without saying that if you had a professional team of seasoned experts monitoring those tax consequences and offering strategic advice in concert with your investment management, retirement and estate planning, your savings could be staggering.

The tax specialists at Madrona Financial Services and our wholly-owned sister company, Bauer Evans, Inc. P.S.* not only work with clients to execute filings during tax season, they find ways to put more money in our clients’ pockets throughout the rest of the year. There are so many opportunities to accomplish this when your financial services are bundled and managed by the same firm. We believe that increasing your tax efficiency can be achieved when aligning investment management, retirement and estate planning. We offer this service at Madrona Financial. There are so many ways you can save, on taxes, from your retirement asset withdrawal plan to even deciding between paying interest on or paying off debt.

No two families are in the exact same financial position, so the bottom line is that at the end of the day, it’s about how much you can save on your taxes. Completing the form on this page to receive your free copy of the tax strategies guide is a great place to start your research. If you would like to see for yourself if Madrona Financial Services can reduce your tax bill, our friendly and knowledgeable staff are also standing by at our offices to take your call and schedule a complimentary tax review. We look forward to the opportunity to help you keep more of your hard-earned cash where it belongs: in your wallet.

* Tax returns are prepared and filed by Bauer Evans, Inc. P.S., a licensed certified public accounting firm and a wholly-owned sister company of Madrona Financial Services.

INVESTMENTS TAXES  |  RETIREMENT  |  ESTATE

My Madrona

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.