Investment & Retirement Planning – Bauer Evans | Certified Public Accountants

Investment & Retirement Planning – Bauer Evans | Certified Public Accountants2017-05-11T21:24:06+00:00

Experience The Bundle

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 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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*By clicking the Madrona Financial Services link you will be leaving Bauer Evans and redirected to a new site.

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.

Investment Management

As interest rates rise and the bond market adjusts, the need to review your current investments and to 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.

Retirement Solutions

The retirement landscape we face today has evolved drastically in the past few decades. Generations before us had guaranteed sources of lifetime income from their employers, collected their Social Security benefits, and only needed their retirement income to last another 10 years or so. Today, we’re living longer, employers are more likely to offer 401ks and IRAs than pensions, and our Social Security benefits likely aren’t enough to support what could be a 30-year retirement. That’s why you need a comprehensive financial plan that helps to get you to and through retirement—maximizing your nest egg potential while minimizing your tax burden. Madrona Financial Services can explain the risks you face, the options available to you regarding retirement investments and income, and help you make the best educated decision for your specific situation. They’ll be sure to help you understand strategies that allow you to secure your legal maximum Social Security benefit, preserve your wealth by reducing exposure to future market downturns, and create reliable income streams to last you through retirement.

Real Estate Investing

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.

Legacy Building

Over the coming decades, Boomers will pass down $30 trillion in assets to their families yet too few have a plan for how the wealth transfer will occur or strategies in place to minimize the tax burden their loved ones will face. 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. Our team looks forward to the opportunity to help you get your affairs in order with the confidence of knowing your legacy will leave its mark.

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*By clicking the Madrona Financial Services link you will be leaving Bauer Evans and redirected to a new site.


*To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC.

Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered).

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 and Bauer Evans 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. DST investments are only available to accredited investors and are offered solely through the issuers offering documents. The DST sponsor determines whether to accept any individual’s subscription documents.