BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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The 55 Second Retirement Questionnaire...
How would you respond?
*
Indicates required field
Name
*
First
Last
Spouse Name (Optional)
*
Phone Number
*
Email
*
What are your main goals and concerns for Retirement?
Please share what you desire for retirement like travel, time with family, being debt free, funding charities and more...
*
1. Retirement Projection Strategy
Are you confident that you will be able to keep your current standard of living for the next 20+ years after inflation and taxes, and do you know what your minimum annual rate of return must be?
*
Yes
No
2. Income Tax Strategy
Has anyone sat down with you in the past two years and offered you a tax strategy that may help you save money in retirement?
*
Yes
No
3. Retirement Distribution Strategy
Do you have a tax-efficient distribution strategy where you are continually tracking your annualized rate of return in comparison to your withdrawal rate percentage?
*
Yes
No
4. Asset Allocation Strategy
Have you had an asset allocation strategy analysis completed on your overall portfolio to be certain you are maximizing your potential returns while minimizing your overall risks?
*
Yes
No
5. Money Manager Performance
Are you certain that your money managers in your portfolio have been performed above-average?
*
Yes
No
6. Long-Term Care Strategy
Have you had a personalized report completed of your long-term care insurance options and costs so you know whether to self-insure or transfer the risk?
*
Yes
No
7. Estate Tax/Legacy Strategy
Have you reduced estate taxes to a minimum and provided appropriately for your family and charities with updated estate planning documents?
*
Yes
No
8. Independent Advisory Service
Do you have an independent advisor who proactively coordinates all of these strategies for you with scheduled annual reviews?
*
Yes
No
Thank you for your answers to this questionnaire...
(Now click the Submit button below)
Submit
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