Birdseye Financial
www.birdseyefinancial.com
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Corbin Lindsey
Financial Advisor
Welcome to
Birdseye Financial

INCOME PLANNING SPECIALIST

For over 18 years, we have helped many hard working Americans like yourself figure out the best options for retirement. We believe your goals and concerns are key to the types of strategies you choose.

Our approach is built on service. You will receive a no-cost retirement analysis, valuable education, and proven strategies help you navigate your retirement years. (MORE)
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Contact our office at (360) 722-7889
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    Retire Wit​h Confidence
    Request your FREE retirement review today!!!​

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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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Get Started Now...
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Sign-up for your FREE account
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.
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Download our Brochure
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WHAT WE DO FOR YOU
  • Review your Retirement Outlook
  • Educate on Planning Strategies
  • Protect Principal and Interest
  • Educate on Taxes Savings Options
  • Show you how to keep more of your Social Security
  • Protect wealth from health care cost and Long-Term Care cost
  • Fight inflation during Retirement
  • Eliminate running out of money during you and your spouses lifetime...
PLANNING SERVICES
  • Income Retirement Analysis
  • Investment (Risk / Fee Analysis)
  • Social Security Optimization
  • Pension Maximization
  • Tax Strategies (Tax Map)
  • Asset Protection Solutions
  • Estate Planning Education
  • Review your Insurances and Investments for effectiveness
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...
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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

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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...
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Corbin Lindsey and Joshua Mellberg
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    Annuity Education Books
    DOWNLOAD NOW FOR FREE

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VIDEO LIBRARY
Great assortment of topics for Retirement Education...
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Who Are We
  • Contact Us
  • Schedule A Phone Call 
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Our Planning
  • Our Planning
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  • The Strategies
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Annuities
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Insurances
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Get Educated
  • Educational Books
  • ​Social Security
  • Rule of 100
  • Taxes in Retirement
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BIRDSEYE FINANCIAL DISCLOSURE
Tax and Legal Disclosure

Birdseye Financial, Corbin Lindsey and any associate affiliated with Birdseye Financial, does not offer tax or legal advice. We provide strategies for educational purposes only. You should consult your tax or legal professional for complete information regarding any tax and legal matters.

Website Content
The information listed on this website and on any document from Birdseye Financial that is provided by Birdseye or by a third party has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Birdseye Financial. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributors shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this information.

All items on this website are not to be considered a recommendation to purchase or to sell an insurance or investment holding. No insurance company has endorsed or reviewed this website content. Before purchasing any type of insurance and/or investment product, it is important that you do your own due diligence, and that you consult a properly licensed professional if you should have any specific questions that relate to your individual situation. All of the names, marks, and materials that were used within this website are the property of their respective owners.

We are NOT affiliated with the U.S. Government or Federal Medicare Program

Product Illustrations
​And as always, it’s important to keep in mind that past performance is definitely no guarantee of the future results that you’ll receive in most any financial vehicle.

Online Forms
​Should you complete an online form of any type, you are agreeing to be contacted by Birdseye Financial or one of our referral partners.
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Download Brochure

HELPFUL LINKS
  • ONLINE MEETING Online Meeting Screen Share (Click to Launch)
  • SCHEDULE A MEETING on our calendar (Schedule Now)

​RETIREMENT TOOLS 
  • Retirement Analysis Please complete the Financial Questionnaire (Online / Download)
  • Birdseye Financial Secure Document Upload (Click Here)
  • Secure Investment Management  Secure Document Upload (​Click Here)
  • Asset Lock Track your Investments (Click Here)

  • Optional Online ZOOM Meeting (CLICK HERE)
  • VENDOR ONLY Calendar Booking (CLICK HERE)