Client Resources
Your trust in us to service you is appreciated!!!

We have created a webpage to provide you with our processes and contact information. You will also find links to most common items you may need from us.
WHAT TO EXPECT
We believe in servicing you today, tomorrow, and in the future. This means when you have a question or concern, we make ourselves available to you. On a policy or statement review, we will send you an email to to remind you to book an appointment with us.
Contact Information
​Birdseye Financial
136 Hillside Dr E, ​Burleson, TX 76028​

360-722-7889
425-412-6865 (Fax)
​[email protected] 
www.birdseyefinancial.com
PRODUCT REVIEWS
We will make every effort to offer you the level of service you desire. Learn how we service these types of products.​
  • Insurance – These annuity and life statements arrive once a year, on your product anniversary. In addition, we send a reminder email. This is the Annual Policy Review where we go over details, index options and more. 
  • ​Investments – Working with LifePro Asset Management, as your advisor, we help you stay connected with their team. If you would like us to schedule a three-way call with them to review your investments, let us know.

Birdseye does not offer you investment advice. If you need advice, LifePro will be your advisor. You can expect at the least, a quarterly review to keep you updated on your accounts.​

​​REMINDER EMAILS
As mentioned, we have created Automatic Email reminders to keep you informed of the insurance policies that we manage for you. 

In addition, we will host different webinar events and from time to time may invite you to these too. This is our way to help you stay on top of strategies that can help you as you go through retirement. 

Topics may include IRA RMD reminders, Tax Strategies, Medicare, and more...
Online Resources
WHAT WE OFFER
We want to make sure you know all that we offer.  We belive in the full service when it comes to your needs. There is so much that we offer that the list does not fit on our business card. But if there is something we do not offer, we may provide you a professional referral.
YOUR FEEDBACK MATTERS
As we continue to grow our practice, we value the feedback from our clients on our process from start to finish. We would like to know if there was anything that you really liked, or something that needs some attention. ​Receiving your feedback is important to us!
RATE OUR SERVICE
We love the online feedback from our clients. This has helped many clients like you give us a chance when they see the amazing reviews that we have received over the years.
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​To post your review, just visit Google or Facebook and leave us your review. 
REFER A FRIEND
We have many clients like you, who have referred us others who need the same level of education, analysis, and service that you have come to expect from us. The best way for us to connect with those you would like to refer is either call us at (360) 722-7889 or complete an online form - birdseyefinancial.com/referral.html
​SCAN THE CODE
If you scan this code with your phone, you will have the ability to download our contact information to your phone and have links to these items above.

Thank You
Corbin Lindsey
Birdseye Financial INC.

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Birdseye Financial Services
​136 Hillside Drive E
Burleson, TX 76028

​Client Resources
Main # 360-722-7889
Texas # 817-717-1487
Fax #425-412-6865

​[email protected]
birdseyefinancial.com
CLICK TO READ OUR FULL DISCLOSURE
The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through Simplicity Asset Management, an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification.

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. ​Please get in touch with Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online and a SCOPE of appointment required by Medicare will be obtained 48 hours before any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county, we can validate these numbers upon request.)

State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services. The current license status may increase or decrease without being updated on this site. ​If you have any questions, please don't hesitate to ask.

PRIVACY POLICY       OPT-IN PROCESS