BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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What does your 
Retirement Dream  
look like for you?

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FIVE Retirement Questions...
BEFORE RETIREMENT
Click question to expand
- When can you retire and not run out of money?
We all desire to have a lifetime flow of income to enjoy retirement. However, due to market ups and downs, taxes, inflation, and unforeseen medical expenses, we may be headed for disaster without even knowing it. How do we solve this issue? The answer is simple. Planning is key. We work with you to develop a plan that works today, then help you keep that plan updated. We use software that allows you to login anytime and make your own adjustments and see instant results for today and down the road...
- How do you maximize Social Security & Pensions
Social Security and Pensions can seem complicated at first as there are many options. But we help you solve the problem by showing you how you can choose the right plan for yourself. Take the guessing out of it and use our software to compare the options. We have met so many who were on pace to choose the wrong direction. Once you choose, that is final. You cannot go back and fix it. So, we help you make the right decision the first time. 
- How do you pick the right Medicare & Drug plan
Medicare has many choices to choose from and we will help you simplify the process at NO COST...
Learn how to select the right plan and answer these questions:
- Supplement Plan or Advantage Plan?
- How much will your medications cost you?
- Will your doctors accept your plan choice?
- Do you need Dental, Vision and Hearing Aid coverage?
- How much income will you need in retirement
We find many clients are not sure how much income they can live on in retirement. Som will live on too little and not really enjoy all their hard work of saving for retirement. We can show you how you can have confidence in what you spend. We have software that you will be able to see instant results with and know that your spending habits will not drive you into poverty or leave your estate with more than you plan.
- How do you overcome the challenges of Inflation?
Planning for retirement is making sure we look out for those items that can affect our quality of life. These include inflation. We can plan for inflation by a strategy called laddering. This method allows you to maintain today the income you desire all through your retirement. Give us a shout out and let us show you how this works.
AFTER RETIREMENT
Click question to expand
- What happens to your portfolio in a down market?
We find many clients tend to retire with money in a 401(k) or 403(b) retirement plan from work. In this scenario, they have most if not all their retirement savings at risk in the market. We believe in showing you how to partner RISK money with SAFE money. This gives you the ability to protect some of your assets while 100% of these funds are still based upon the market performance. Imagine, investing in the market with no risk and no fees on 25-50% of your total assets.
- How do you manage income in a volatile market?
We all love a great market where we can earn a rate of return that is above our expectation. But what happens in retirement when we are taking money to live on and the market drops? This problem is called SEQUENCE OF RETURNS. In this situation, we teach you how to implement the strategy of using a VOLATILITY BUFFER.
- How do you create a tax efficient retirement plan?
Tax Strategies are important and should be reviewed on a regular basis. Most of us may have tax preparers but how many have an actual TAX ADVISOR? We take time to analyze and educate you on what potential savings are available to you. Then we suggest you review our plan with your local Tax Advisor.
- How to protect your assets from medical bills?
Planning for Medical Bills can be complicated. Of course, there are your normal medical expenses paid for through the Medicare issues and then there is Long-Term Care. Many clients know this can be very expensive but are not aware of the many options one could use to asset protect a good portion of their funds. Let us show you how!
- How do you efficiently pass wealth to your heirs?
Passing wealth to our kids and grandkids can be rewarding and is even a biblical principal. We love to show our clients how to leverage their wealth transfer options and possibly provide a lifetime tax free income for your family. If you like charities, we teach you how to be tax efficient in passing your money to those charities that really mean a lot to you. Contact us for more details.
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WHEN WAS THE LAST TIME SOMEONE REALLY LISTENED TO WHAT YOU HAD TO SAY?
At Birdseye Financial, listening is the first (and most important) part of what we do with our clients. After we get to know you, your wants, needs, goals, and concerns, we then work with you to create your own customized road map. As the personalized road map for your future begins to form, hope and confidence grow. You begin to see what the future can look like, the changes that need to be made, and how those changes can positively impact your life.
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Life can be complicated and retirement planning is not as simple as we may want it to be. However, when you partner with a trusted advisor, with 22 years of experience, the journey becomes simpler and much easier to navigate. 

Let's take the first step and meet each other online, discuss what really matters, and decide if we should work together.
Let's Talk
Request a FREE Consultation
Retirement Plan
Let's Talk
Explore More
KEY COMPONENTS OF RETIREMENT
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 Retirement Planning

Creating a Retirement Plan is a key to retiring with success. We help you customize a retirement plan based upon your goals and concerns. We analyze market risk and fees, provide tax strategies, along with pension and Social Security maximization strategies. 
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Social Security

Did you know there are over 500 ways to take Social Security. We help you run the numbers to find the best method of maximizing your Social Security, which can often be a $100,000 advantage in some cases. What strategy works best for you? Download Report
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Pension Max

Prior to taking your pension, have you considered all your options? You could choose either a Single Pension on you, Joint Pension for you and your spouse or a Pension Max option that could offer many more benefits. Learn about Pension Max
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Tax Planning Strategies

Often we think of taxes in the month of April and we miss the whole point of how to implement a good working tax strategy into our retirement portfolio. Learn about important strategies that can potentially impact your portfolio in a good way.   Watch the Webinar...
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Annuity Strategies

If your looking for a way to grow your money with a  SAFE MONEY option of using the indexes of the market without the risk of the market then a Fixed Index Annuity might be right for you. Learn why this is vital to your own retirement.
Learn about the FOUR types of Annuities
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Medicare Options

Learn how to choose the best Medicare Plan?
Review your Drug Plan?
Do you often travel?

We take the guess work out of the equation with amazing tools that help you to solve all of your concerns. We help you explore and compare your options.  Learn more about Medicare
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Federal Employees

If your a Federal Employee you know there are many benefits and making sure you know the rules and guidelines is tough. So we have a complete site designed for you along with our ability to coach you to success. Explore the Federal Benefits
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    Send us a quick message

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We are experts on Retirement and Tax Planning Strategies.

​Schedule a Discovery Call with us!!!

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We appreciate your Online Review!
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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
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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.
  • Home
  • About
    • Who We Are >
      • Explore More
    • Corbin Lindsey, Advisor
    • Our Reviews
    • Get Started
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Sequence of Returns
    • Volatility Buffer >
      • Volatility Buffer Webinar
    • Tax Strategies >
      • Tax Free Income
      • RMD Calculator
      • IRA RMD RULES
      • ROTH IRA
      • ROTH Conversion
      • Tax Declassified Webinar
      • Qualified Charitable Donation
      • Business Tax Credit
    • Inflation Impact
    • Educational Videos >
      • Documentaries
      • Educational Webinars >
        • Taxes Declassified
        • Top 10 IRA Mistakes
        • Taxes in Retirement
        • 3 Economic Strategies
        • Five Key Areas of Retirement
    • Recommendations >
      • ROTH Conversions
      • Volatility Buffer
      • Tax-Free Income
      • Wealth Transfer
    • Premium Finance
  • Planning
    • Retirement Analysis >
      • RA Sample
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management >
      • Questionnaire
    • Estate Planning
    • Federal Benefits >
      • Federal Benefit Kit
    • WA Retirement Systems
    • Boeing Retirement >
      • Boeing Webinar
      • Boeing Download
      • Boeing Calendar
      • Boeing Retirement
    • Business Planning >
      • Tax Free Multiplier
      • Business Tax Credit >
        • Resources
      • Employee Retention Tax Credit
      • Research & Development Tax Credit
  • Insurance
    • Annuities >
      • Annuity Resources
      • Market Index Links
      • Annuity Report
      • Annuity Reviews
    • Medicare >
      • Medicare Questionnaire
      • Medicare Clients
      • Medicare Plan Compare
      • Medical Networks
      • Medicaid Info
      • PEBB Benefits >
        • 2024 PEBB Retiree Guide
      • Medicare A&B
      • Medicare Rules
      • Medicare Meetings
      • Medicare Education
    • Long-Term Care
    • Life Insurance >
      • Multi-Generational
      • Premium Finance
      • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Market Simulations
    • Required Minimum Dist (RMD Calculator)
    • Interest Types
    • Calculators
    • Professional Referrals >
      • Dead Doctors Don't Lie
    • Bankrate Interest Rates
    • Rate of Return Calculations
    • Zillow Home Value
    • Credit Info
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
    • Secure Upload
    • Retirement Analysis (initial)
    • Retirement Software Client Portal
    • New Application
    • Application Process
    • Beneficiary Form
    • Client Resources
    • Phone App
    • Rate our Service
    • Refer a Friend