At Bauer Evans, we believe you should only have to go to one place to get your financial affairs in order, especially since they’re all so interconnected. That’s why, in addition to our tax planning services, our clients are able to take advantage of the retirement, investment, and estate planning services offered by our sister company, Madrona Financial Services. We call this multi-dimensional and comprehensive approach, “The Bundle.”

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The advisors at Madrona Financial Services are fiduciaries and CPAs meaning your retirement recommendations will always be made with your best interests and tax-smart strategies at the forefront.

For both current real estate investors looking to get out of active property management without a major tax burden and those accredited investors* interested in diversifying their portfolio beyond stocks and bonds, Madrona Financial Services offers solutions for passively adding real estate to your portfolio. Through the use of DSTs or REITs, accredited* and current real estate investors may have the opportunity to diversify their portfolio with real estate. Each of these offer unique benefits from the ability to invest as part of a qualified retirement plan to potentially satisfying the requirements of a 1031 exchange and deferring the capital gains and depreciation recovery tax on the sale of highly appreciated real estate.

As interest rates rise and the bond market adjusts, the need to review your current investments and find new avenues for growth and security is more important than ever. Investment management doesn’t 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, allows your various accounts to work together in a cohesive manner, minimizes your tax liability, and maximizes your potential returns. 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.