Contact our office at (360) 722-7889
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What is Your Retirement Plan???Every good journey starts with a plan. But for many, they have never had a road map to reach their destination. We at Birdseye Financial, are here to help you build that map and show you strategies that may help you get there faster and make the journey more enjoyable too.
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With AssetLock, you are in complete control over the AssetLock Percentages on your accounts, and can even customize your alerts to best meet your needs! An AssetLock Percentage can range from 5%-30% and is always based on the High Water Value for the account. MORE INFO |
As an Income Planner we specialize in providing our clients with Insurance, Investment and Planning Solutions
WE KNOW OUR CLIENTS...
We help those entering retirement and in retirement to optimize their retirement plans, by lowering investment risk and fees. We show you how to potentially lower your taxes in retirement.
Plan for a secure future through education and quality financial strategies. We believe that no two individuals are alike which is why we are dedicated to giving our clients the personal attention they deserve. Our financial solutions are as unique as our clients.
We help those entering retirement and in retirement to optimize their retirement plans, by lowering investment risk and fees. We show you how to potentially lower your taxes in retirement.
Plan for a secure future through education and quality financial strategies. We believe that no two individuals are alike which is why we are dedicated to giving our clients the personal attention they deserve. Our financial solutions are as unique as our clients.
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Contact our office @ (360) 722-7889
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Experience Birdseye Financial
Birdseye Financial offers a full range of financial products and services. We believe that tax planning strategies, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income levels. Because many people regard financial strategies as complex and confusing, they often miss out on many financial opportunities. They also tend to take unnecessary risks and fail to adequately protect their assets.
Birdseye Financial specializes in estate planning for all sizes of estates, large and small. We help clients look at methods to help reduce or eliminate unnecessary taxes such as income taxes, social security taxes, and estate taxes. In addition, we help clients avoid probate, increase spendable income, and protect against Medicaid spend-down of assets when nursing home care is needed. MORE INFO...
Birdseye Financial specializes in estate planning for all sizes of estates, large and small. We help clients look at methods to help reduce or eliminate unnecessary taxes such as income taxes, social security taxes, and estate taxes. In addition, we help clients avoid probate, increase spendable income, and protect against Medicaid spend-down of assets when nursing home care is needed. MORE INFO...
We keep you informed so you can enjoy life!
Taxes going up, health care cost are rising and we are living longer than before. Interest Rates are low and market volatility is up and down. When was the last time you had your plan reviewed, or even created. We offer to review your strategies that can change your financial outlook and provide for you the ability to grow your money during good times and protect your nest egg during the tough times.
With changing economic conditions and market swings, we advocate investing sensibly over the long term and make sure you maintain an adequate level of insurance coverage. We work with you side by side so that your confident and comfortable with the financial suggestions we make. MORE INFO
Taxes going up, health care cost are rising and we are living longer than before. Interest Rates are low and market volatility is up and down. When was the last time you had your plan reviewed, or even created. We offer to review your strategies that can change your financial outlook and provide for you the ability to grow your money during good times and protect your nest egg during the tough times.
With changing economic conditions and market swings, we advocate investing sensibly over the long term and make sure you maintain an adequate level of insurance coverage. We work with you side by side so that your confident and comfortable with the financial suggestions we make. MORE INFO
Learn about Annuities...
When it comes to Annuities, many of our clients are confused about how they work, the differences between the four types of annuities and the strategies behind SAFE MONEY GROWTH and GUARANTEE. So we have made available EDUCATIONAL MATERIALS offered by JD Mellberg. As a partner of ours, we believe in helping you learn how Annuities may be a substantial part of your retirement plans...
Corbin Lindsey and Joshua Mellberg
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VIDEO LIBRARY
Great assortment of topics for Retirement Education... 
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