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Are You Retirement Ready?

The list below are important areas of concern. We take the time to listen, analyze, educate, implement and maintain the components that make up your entire retirement plan.  FIRST let's start with a questionnaire followed by a retirement analysis. This valuable step is offered to you at no cost.
HAVE YOU INCLUDED THESE STRATEGIES?
- Retirement and Income Maximization Strategies
- Market Risk Investment Analysis and Evaluation
- Tax Strategies and Education
- Health and Financial Expense Planning
- Asset Protection / Long-Term Care Leveraging
- Estate Planning / Wealth Transfer
The Planning Stages of Retirement

"A Successful Retirement plan will include Analysis, Education, and Expert Advice!"


DO YOU HAVE 55  SECONDS TO ANSWER EIGHT QUESTIONS?


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The contents of this website are for Educational purposes only. Any material and its attachments, links, downloads and/or any emails from our company are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.  Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. Birdseye Financial and it's employees are not tax or legal advisors and are not operating in such a manner.