BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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    • Welcome to Birdseye
    • Who We Are
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    • Key Components
    • Sequence of Returns
    • Rule of 100
    • Tax Strategies >
      • RMD Calculator
      • IRA RMD RULES
      • ROTH IRA
      • Qualified Charitable Donation
      • Business Tax Credit
    • Inflation Impact
    • Educational Webinars >
      • Taxes in Retirement
      • 3 Economic Strategies
      • Five Key Areas of Retirement
    • Online Education
    • Institute of Financial Wellness
  • Planning
    • Retirement Analysis
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management
    • Federal Benefits >
      • Federal Benefit Kit
    • Business Tax Credit >
      • Research & Development Tax Credit
      • Employee Retention Tax Credit
      • Resources
  • Insurance
    • Annuities
    • Medicare >
      • Medicare Questionnaire
      • Medicare Networks
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    • Dental Insurance
    • Vision Insurance
  • Tools
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    • Documentaries
    • Market Index Links
    • Required Minimum Dist (RMD Calculator)
    • Calculators
    • Professional Referrals
    • Bankrate Interest Rates
    • Zillow Home Value
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    • Free Consultation
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    • Online Meeting
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Welcome to Birdseye Financial

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

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Our Approach is Different...
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Corbin Lindsey
Financial Advisor
360-722-7889
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RETIREMENT SECURITY
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Get started on your customized Retirement Plan at no cost!!!
HOW WE HELP...
We listen to our clients goals and concerns. We begin with a customized Retirement Plan at NO-COST to you. We analyze how Income, Assets, Taxes, Expenses, Inflation, Investment Fees, and Market Volatility (ups / downs) will impact your portfolio. We educate on the strategies, products and steps that can enhance your current plan. ​​We help you achieve a better income with less risk, more guarantees, resulting in a more peaceful retirement lifestyle without all the stress from the crazy stock market.
Can you answer these questions?
​- When can I Safely Retire from my job?
- How much income will I receive in Retirement?
​- How do I maximize my Social Security / Pension?

- How do I navigate retirement in a volatile market?
- How do I implement a TAX-FREE strategy?
- Do I have a Comprehensive Retirement plan?
HAVING A PROVEN PLAN PROVIDES THE PEACE OF MIND THAT WE ALL DESIRE IN RETIREMENT
When you visit a doctor, you expect them to use their years of experience and diagnostic tools to analyze your situation. Once they have found any issues of concern, 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, reviewing what strategies are missing, than provide you with the education, and implementation of strategies based upon your goals and concerns.
​​
WHAT GOALS ARE YOU TRYING TO ACHIEVE?​
  • Retirement Income Guarantees / Stability
  • Social Security / Pension Max Education
  • Market Investment and Volatility Protection
  • Tax-Free Growth Strategies
  • Inflation Protection
  • Legacy and Estate Planning
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 building long-lasting relationships focused on service.
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
THE ABC GUIDE OF THE
FIXED INDEX ANNUITIES

Are you looking for a quick read that helps you to better understand the value of Fixed Index Annuities?
DOWNLOAD BOOK
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RETIRMENT PLANNING

Learn More
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DOWNLOAD NOW

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!
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Resource Page
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Vendor Bookings

Birdseye Financial Inc
136 Hillside Dr E
Burleson, TX 76028
Phone # 360-722-7889
Fax #425-412-6865
​
INFO@BIRDSEYEFINANCIAL.COM
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 partner with LifePro Asset 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 illustrations used are hypothetical and were used for explanatory purposes only. THANK YOU!

MEDICARE MANDATORY DISCLAIMER
“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.” (MORE DETAIL)

State Licenses

​LICENSES: AZ #7101306, CA #4140429, FL #W825259, ID #863617, MA #2176921, OK #3001663224, OR #7101306, TX #2695866, WA #190780

This calculator is designed to be information and educational tool only, and when used alone, do not constitute investment advice. We strongly recommend that you seek the advice of a financial services professional before making any type of investment. We also encourage you to review your insurance and investment strategy periodically as your financial circumstances change.

This report is for illustration purposes only. PAST PERFORMANCE IS BASED ON HYPOTETHICAL HISTORICAL DATA AND IS NO GUARANTEE OF FUTURE RESULTS OR INTENDED TO PREDICT ACTUAL PERFORMANCE. ACTUAL INTEREST CREDITING RESTULTS WILL VARY BASED ON MARKET CONDITIONS< INDEX ALLOCATIONS< AND INTEREST CAP RATE / SPREADS / PARTICIPATION RATES. The use of different time periods and amounts will vary results.

S&P 500 and S&P are registered trademarks of Standard and Poor's Financial Services LLC. No annuity or financial product discussed herein is not sponsored, endorsed, sold, or promoted by Standard and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates, and non of the Stand and Poor's Financial Services LLC, S&P Down Jones Indices LLC, or their affiliates makes any representation regarding the advisability of purchasing an insurance or financial product.

  • 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 >
      • RMD Calculator
      • IRA RMD RULES
      • ROTH IRA
      • Qualified Charitable Donation
      • Business Tax Credit
    • Inflation Impact
    • Educational Webinars >
      • Taxes in Retirement
      • 3 Economic Strategies
      • Five Key Areas of Retirement
    • Online Education
    • Institute of Financial Wellness
  • Planning
    • Retirement Analysis
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management
    • Federal Benefits >
      • Federal Benefit Kit
    • Business Tax Credit >
      • Research & Development Tax Credit
      • Employee Retention Tax Credit
      • Resources
  • Insurance
    • Annuities
    • Medicare >
      • Medicare Questionnaire
      • Medicare Networks
      • Medicare Clients
      • Medicare Rules
    • 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
    • Secure Upload
    • Retirement Analysis
    • Application
    • Retirement Portal
    • Rate our Service
    • Refer a Friend