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Brian Evans, CPA, PFS

Looking Forward

Madrona Financial Services, LLC

Everett

WA

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Madrona Financial Services, LLC 12 years, 2 months Jan 2005 - Present
Bauer Evans Inc. CPA's 26 years, 9 months Jul 1990 - Present

Designations & Memberships

  • American Institute of Certified Public Accountants
    Membership
    American Institute of Certified Public Accountants
    The American Institute of Certified Public Accountants (AICPA) is the world's largest association representing the accounting profession, with nearly 370,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination.
  • Personal Financial Specialist
    Designation
    Personal Financial Specialist
    Individuals holding this designation have an understanding of the service issues of retirement plan set-up, management, and review.

Articles and Answers

Insights by Brian Evans

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Answers

Ask a financial questionAsk a question
As a plan administrator, how much Fiduciary responsibility do I have above and beyond obtaining a plan financial adviser and following their recommendations?
Document the process. Performing the steps alone is not enough to protect you. One strategy is to list out benefits your participants enjoy outside of what other plans offer. This helps make comparisons to other plans more of an "apples to oranges" and makes it much less likely to be successfully...  (more)
Answered Jul 2013
I am 70 years old, have $500,000 in savings, receive $1352 net SS. I will soon need a new smaller house that I would like to buy with down payment and financing. How much can I withdraw annually for the rest of my life with this scenario.
One option you may want to consider is a combination of a Fixed Indexed Annuity with an Income Rider. Unlike the Variable Annuity that carries with it market risk, this can potentially offer you a combination of a lifetime cash flow and potentially an account value that you could pull out in an eme...  (more)
Answered Jun 2013
Is it worth it to hire a financial advisor?
I would suggest you interview Fiduciary licensed RIA's. Also, make sure they can answer non-investment questions and can provide you a financial plan. Finally, I think anyone can invest in a typical asset allocation fund using market cap indexes....but the best financial advisors will be able to a...  (more)
Answered Jun 2013
How does a Broker of Record compare to an Advisory/Fiduciary relationship?
It's a legal requirement. But really, do you trust your advisor and do they truly offer a value add proposition. ...  (more)
Answered May 2014
Savings account (stuffed mattress) vs. Index Fund? Mutual Fund? ETF? Where do I begin investing?
I teach a class called the ABC's of conservative retirement investing....in it, we analyze the proper levels of A (cash type investments), B (secure investments using fixed indexed annuities and income for life strategies), and C (stock, bond, indexes, etc). Each asset class has a "personality" and...  (more)
Answered Jun 2013
Do you have any tips and strategy to share in any asset trading?
A lot of the studies show that most index funds beat the average of similarly situated mutual funds. However, index funds are typically primarily market cap weighted. There are now managed ETFs that offer enhancements to market cap such as Fundamentally weighted (PowerShares), Valuation based (Mad...  (more)
Answered Jun 2013
Portfolio Allocation Review?
Rebalancing more than once a year may cause very poor income tax results. Mutual funds can also cause tax problems. Consider using managed ETFs that continually rotate holdings within the fund instead of just selling funds. See FWDD, FWDI and FWDB....  (more)
Answered May 2014
I just watched Frontline's most recent documentary on the follies of actively managed accounts. Should I put most/all of my retirement savings into passively managed funds? What about all the hidden fees that are not reported in actively managed funds?
I would consider a combination approach. There are certain investment markets that do well with passive strategies just to gain exposure. But since most passive strategies use the Market Cap approach of buying the "most of the biggest", there can be big inherit flaws in blindly using passive strat...  (more)
Answered Jun 2013
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 9, 2016
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Madrona Financial Services, LLC

    Last updated on Aug. 1, 2016
      • $140.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 900
        Accounts
      • $156.4K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements