BIRDSEYE FINANCIAL SERVICES (360) 722-7889
  • Home
  • About
    • Welcome to Birdseye
    • Who We Are
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Inflation Impact
    • Rule of 100
    • 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
    • Educational Webinars >
      • Taxes Declassified
      • Top 10 IRA Mistakes
      • Taxes in Retirement
      • 3 Economic Strategies
      • Five Key Areas of Retirement
    • Educational Videos
    • Documentaries
    • Recommendations
  • Planning
    • Retirement Analysis
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management
    • Federal Benefits >
      • Federal Benefit Kit
    • WA Retirement Systems
    • Business Tax Credit >
      • Research & Development Tax Credit
      • Employee Retention Tax Credit
      • Resources
  • Insurance
    • Annuities
    • Medicare >
      • Medicare Questionnaire
      • Medicare Clients
      • Medicare Networks
      • Medicare Rules
      • PEBB Benefits
    • Long-Term Care
    • Life Insurance >
      • Multi-Generational
      • Premium Financed
      • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Market Index Links
    • Market Simulations
    • Required Minimum Dist (RMD Calculator)
    • Calculators
    • Professional Referrals
    • Bankrate Interest Rates
    • Rate of Return Calculations
    • Zillow Home Value
    • Slides - Intro Step >
      • Slides - Hegna
      • Slides - Strategy
      • Slides - Taxes
      • Slides - Invest
      • Slides - Buffer
      • Slides - FIA
      • Slides - Income
      • Slides - Pension
      • Slides - ALL
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
    • Secure Upload
    • Retirement Analysis (initial)
    • Retirement Software Client Portal
    • Application
    • Beneficiary Form
    • Rate our Service
    • Refer a Friend
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Welcome to Birdseye Financial
Insurance ~ Investments ~ Planning

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

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We help you answer these questions...
  • When can I retire?
  • How long will my money last?
  • How much risk should I be taking?
  • How do protect against medical cost?
  • ​How much do I need to save for my retirement?
  • What is my optimum asset mix for investments?
  • How can I become Tax Efficient?
  • How can I pass wealth to my kids?​
WHO WE ARE SNAPSHOT
​
- We believe in Education
- We believe in Analysis
- We offer a FREE Retirement Plan
- We promote tax-efficiency
- We offer SAFE and RISK money options to weather the storms of  life during your retirement.

- We are nice to work with!!!
Our Approach is Different...
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Corbin Lindsey
Financial Advisor
360-722-7889
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What to expect from us...
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.
RETIREMENT 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?
Get started on your customized Retirement Plan at no cost!!!
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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.
Request your FREE Consultation

SCHEDULE NOW
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Our proven planning process is designed to help you navigate your retirement with the help of a discovery session, a customized retirement plan followed by a strategy session. If you like what we suggest, then we help you implement the plan. We then follow-up to make sure you remain on track while you enjoy doing what you want most with your time.
We do not charge a fee for this process.
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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What are your goals in Retirement?
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EDUCATIONAL WEBINARS
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Education can make all the difference with your success!!!
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Financial Markets by TradingView

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
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We appreciate your Online Review!
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Resource Page
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Vendor Bookings
Ring Central
Birdseye Financial Inc
136 Hillside Dr E
Burleson, TX 76028
Main # 360-722-7889
Texas # 817-704-3544
Fax #425-412-6865
​
INFO@BIRDSEYEFINANCIAL.COM
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The content of the Birdseye Financial website, email, fax, social media, text messages, online meetings, and phone calls are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from Birdseye Financial employees/contractors 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 communication (via Website, Email, Fax, Text, Social Media, in person, or by phone) is not intended 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/contractors are not tax, legal, or investment advisors and are not operating in such a manner. Any advice you receive should be taken as non-tax, not legal, and non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we recommend LifePro Asset Management. Please know investments in the market carry an inherent element of risk. No investment in the market or strategy can guarantee a profit or prevent a loss. Any illustrations used in the sales or service process are to be considered hypothetical and for explanatory purposes only. 

MEDICARE MANDATORY DISCLAIMER
“We do not offer every plan available in your area. Currently in WA State we represent seven organizations which offer 34 products in Snohomish County and 33 products in King County and 19 products in Whatcom County. Please contact 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 prior to 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.)

Birdseye Financial and its employees/contractors are not employees/contractors of Medicare, the government, insurance company or any other agency. We are independent licensed agents. All calculators and illustrations shown or sent from our website, email or any other means are designed to be informational and educational only. They do not constitute investment advice. We encourage you to review your insurance and investment strategies periodically as your financial circumstances may change. On many products it is important to note that PAST PERFORMANCE 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 CAPS, RATES, SPREADS, PARTICIPATION RATES and possible Fees. The use of different time periods and funding amounts can cause results to differ from other products. Illustrations may be based on hypothetical historical data. 
 
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.


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 sponsored, endorsed, sold, or promoted by Standard and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates, and none of the Stand and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates make any representation regarding the advisability of purchasing an insurance or financial product. This applies to all indexes used.
  • Home
  • About
    • Welcome to Birdseye
    • Who We Are
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Inflation Impact
    • Rule of 100
    • 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
    • Educational Webinars >
      • Taxes Declassified
      • Top 10 IRA Mistakes
      • Taxes in Retirement
      • 3 Economic Strategies
      • Five Key Areas of Retirement
    • Educational Videos
    • Documentaries
    • Recommendations
  • Planning
    • Retirement Analysis
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management
    • Federal Benefits >
      • Federal Benefit Kit
    • WA Retirement Systems
    • Business Tax Credit >
      • Research & Development Tax Credit
      • Employee Retention Tax Credit
      • Resources
  • Insurance
    • Annuities
    • Medicare >
      • Medicare Questionnaire
      • Medicare Clients
      • Medicare Networks
      • Medicare Rules
      • PEBB Benefits
    • Long-Term Care
    • Life Insurance >
      • Multi-Generational
      • Premium Financed
      • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Market Index Links
    • Market Simulations
    • Required Minimum Dist (RMD Calculator)
    • Calculators
    • Professional Referrals
    • Bankrate Interest Rates
    • Rate of Return Calculations
    • Zillow Home Value
    • Slides - Intro Step >
      • Slides - Hegna
      • Slides - Strategy
      • Slides - Taxes
      • Slides - Invest
      • Slides - Buffer
      • Slides - FIA
      • Slides - Income
      • Slides - Pension
      • Slides - ALL
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
    • Secure Upload
    • Retirement Analysis (initial)
    • Retirement Software Client Portal
    • Application
    • Beneficiary Form
    • Rate our Service
    • Refer a Friend