Birdseye Financial Services (360) 722-7889
  • Home
  • About
    • Welcome to Birdseye
    • Who We Are
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Sequence of Returns
    • Rule of 100
    • Tax Strategies >
      • Tax Saver Calculator
      • RMD Calculator
      • Qualified Charitable Donation
      • Medicare Tax Deductions
    • Webinars >
      • Economic Strategy Webinar
      • Five Key Areas of Retirement Webinar
    • Video Library
  • Planning
    • Retirement Analysis >
      • Retirement Meeting
      • RA Analysis
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis
    • Risk Investments
    • Secure Investment Management
    • Federal Benefits >
      • Federal Benefit Kit
  • Insurance
    • Annuities
    • Medicare >
      • Medicare Questionnaire
      • Medicare Meeting
      • Medicare Networks
    • Long-Term Care
    • Life Insurance
    • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Documentaries
    • Market Index Links
    • Required Minimum Dist (RMD Calculator)
    • Calculators
    • Professional Referrals
    • Bankrate Interest Rates
    • Zillow Home Value
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting >
      • Online Meeting Details
    • Secure Upload
    • Retirement Analysis
    • Retirement Portal
    • Rate our Service
    • Referral A Friend

Welcome to Birdseye Financial

DREAM BIG, DREAM NOW!!!...
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Let's plan your journey in life...

START NOW
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Our Approach is Different...
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Corbin Lindsey
Financial Advisor
360-722-7889
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WHAT TO EXPECT
​​​
We listen to our clients goals and concerns. We build a no-cost Retirement Plan. We analyze how income, assets, taxes, inflation, fees, and volatility will impact the portfolio. We educate you on the strategies, products and steps required to enhance your current plan. ​​We help you achieve a better income with more guarantees resulting in a better peaceful retirement lifestyle without all the stress of riding the market ups and downs.
Can you answer these questions?
​- When can I Safely Retire from my job?
- How much income will I receive in Retirement?
​- How do I guarantee my income for life?

- How do I manage money during a volatile market?
- How do I implement a tax strategy?
- How do I protect my assets from medical bills?
HAVING A PROVEN PLAN PROVIDES THE PEACE OF MIND WE ALL DESIRE IN RETIREMENT!
When you visit a doctor, you expect them to use both their years of experience and the proper tools to diagnose your situation. Once they have found any issues, they should educate and prescribe the action steps necessary to help you. ​We believe this process works for retirement planning as well. We begin by examining your current situation first.
​
WHAT GOALS ARE YOU TRYING TO ACHIEVE?​
  • Consistent retirement income
  • Protection against Market Volatility
  • Protection against taxes
  • Protection against Inflation
  • Preservation of capital
  • Leaving Legacy and Estate​
We we learn about your financial situation through a NO COST Retirement Analysis, followed by taking time to educate on the strategies that can impact your retirement. Once you feel comfortable, we help you to implement these proven strategies step-by-step. As life changes, we help you adapt by keeping in touch with you through Service. This is how we build a long-lasting relationship with our clients.
SCHEDULE NOW
Request your FREE Consultation

WATCH OUR EDUCATIONAL WEBINARS
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This Educational Webinar will teach
THE FIVE KEY AREAS OF
​RETIREMENT PLANNING

that you should know today!!!
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This 30 Min webinar will reveal
THREE STRATEGIES 
you should know in Retirement!
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Financial Markets by TradingView
What are your goals in Retirement?
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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. Start a Retirement Plan
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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 your Free 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 how Pension Max works
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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 retirement.
Learn about the FOUR types of Annuities
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Medicare Planning

How do you pick the RIGHT Medicare Plan?How do you compare drug plans? 
We take the guess work out of the equation with amazing tools that help you to solve 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

RETIRMENT PLANNING

Learn More
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DOWNLOAD NOW
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Let's plan your journey in life...
Build a plan that allows you to live your dreams...

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We Look Forward to working with you...
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Click to Read
CLICK TO POST

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.
WHAT WE DO FOR YOU...
- 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
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"A Successful Retirement plan will include Analysis, Education, and Expert Advice!"

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DO YOU HAVE 55  SECONDS TO ANSWER EIGHT QUESTIONS?

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FIVE KEY STEPS TO RETIREMENT WEBINAR
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Watch Webinar
Educational Webinar
This 20 Minute webinar will take you through step by step the FIVE key areas we believe you need to know in greater detail and provide you an education that many advisors are not teaching their clients nor do they implement.
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Download 5 Key Steps
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We appreciate your Online Review!
RESOURCES
VENDORS
Phone 360-722-7889
Fax #425-412-6865
INFO@BIRDSEYEFINANCIAL.COM
Birdseye Financial (MAP)
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 its employees are not tax or legal advisors and are not operating in such a manner. Birdseye financial and those working for the company are not licensed Investment Advisors which prohibits us from offering such advice. Any advice you get should be taken as non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we often work with Secure Investment Management. *Investing carries an inherent element of risk. No strategy can guarantee a profit or prevent a loss. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary or investment advice. Any individuals used in scenarios are fictitious and all numeric examples are hypothetical and were used for explanatory purposes only. THANK YOU!
  • Home
  • About
    • Welcome to Birdseye
    • Who We Are
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Sequence of Returns
    • Rule of 100
    • Tax Strategies >
      • Tax Saver Calculator
      • RMD Calculator
      • Qualified Charitable Donation
      • Medicare Tax Deductions
    • Webinars >
      • Economic Strategy Webinar
      • Five Key Areas of Retirement Webinar
    • Video Library
  • Planning
    • Retirement Analysis >
      • Retirement Meeting
      • RA Analysis
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis
    • Risk Investments
    • Secure Investment Management
    • Federal Benefits >
      • Federal Benefit Kit
  • Insurance
    • Annuities
    • Medicare >
      • Medicare Questionnaire
      • Medicare Meeting
      • Medicare Networks
    • Long-Term Care
    • Life Insurance
    • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Documentaries
    • Market Index Links
    • Required Minimum Dist (RMD Calculator)
    • Calculators
    • Professional Referrals
    • Bankrate Interest Rates
    • Zillow Home Value
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting >
      • Online Meeting Details
    • Secure Upload
    • Retirement Analysis
    • Retirement Portal
    • Rate our Service
    • Referral A Friend