BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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      • Dead Doctors Don't Lie
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Looking for the Highest Guaranteed Return?
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Up to 8.25% Returns* with No Market Risk
* American Equity IncomeShield 10 with an income rider
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A+ Rated Companies
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Protect & Grow Your Nest Egg
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Get the Highest Rates Now
Complete the form to recieve your
FREE ANNUITY COMPARISON REPORT
Your FREE report includes rates & reviews on the highest paying annuities available from A+ rated companies. Reports are customized for State, Age, and Risk Tollerance.

About your Personalized Report:
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Learn how annuities offer guaranteed monthly income, no market risk and are designed for safe retirement planning.
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Learn how various annuities offer guaranteed interest rates, flexible interest rates, and rates tied to indexes. 
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Reports are provided after we conduct our 15 min phone conversation, where we collect the required infomation to create your own customized report.
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    FREE ANNUITY REPORT
    ​
    Education and Analysis that you can count on for making an educated decision...

Submit
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LEARN ABOUT ANNUITIES
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What exactly is an Annuity?
An annuity is an investment product that provides safe, tax-deffered growth of your retirement nest egg. Annuities are considered low-risk and can provide guaranteed monthly income when you retire. There are many types of annuities with varying features & benefits. These include: fixed, fixed-index, immediate, defered & hybrid. We strongly suggest you consult with our team at Birdsye Financial, an expert financial professional, who can help you understand the variuos types of annuities before you purchase.
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Is an Annuity Right for You?
Fixed and Fixed Index Annuities are NOT a good fit for everyone. Annuities are designed for people who are looking for safe growth or guaranteed, monthly income when they retire. They are NOT a high-risk / high-return investment. They are considered to e the mainstream of conservative retirement planning - over $225 billion in annuties have been purchased in the past 12 months!
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What are your Next Steps?
The first thing to do is to see if an annuity fits your specific profile and financial situation. This "FIT" is based on the amount of retirement savings you currently have, how old you are, and the state you live in. When you meet with one of our Financial Advisors, we will offer you the details you will need to know to make an informed decision. We will provide you with illustrations on the annuities that are suitable for your needs as we dicsuss your goals and concerns.
More about Annuities
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Sign Up
Request your Personalized Annuity Report. Complete the form at the top of this page and we will reach out to you for more information.
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Schedule Your Call
Conduct a brief 15-30 minute introductory call to share basic information and your goals. No sensitive details are required.
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Meet With An Expert
Meet with a Financial Professional to assess your current Retirement plans and discuss strategies to Enhance them.
Discover your Retirement Score with our Complimentary Planning Software!
EXPERT GUIDANCE
We help you understand your Retirement Score and share strategies on how you can increase it. The higher the score, the better  We provide your current retirement score and the likeliness of achieving your goals in retirement with your current strategy.
KNOWLEDGE
​By providing you with the knowledge you need, you can take control of your financial destiny and live the retirement you’ve always envisioned.
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We are experts on Retirement and Tax Planning Strategies.

​Schedule a Discovery Call with us!!!

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We appreciate your Online Review!
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Birdseye Financial Services
​
136 Hillside Drive E
Burleson, TX 76028

​
Client Resources
Main # 360-722-7889
Texas # 817-717-1487
Fax #425-412-6865

​
[email protected]

birdseyefinancial.com
Agent Networking Meeting
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CLICK TO READ OUR FULL DISCLOSURE
The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through Simplicity Asset Management, an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification.

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. ​Please get in touch with 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 before 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.)

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. The current license status may increase or decrease without being updated on this site. ​If you have any questions, please don't hesitate to ask.

PRIVACY POLICY       OPT-IN PROCESS
  • Home
  • About
    • Who We Are >
      • Explore More
    • Corbin Lindsey, Advisor
    • Our Reviews
    • Get Started
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • 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
    • Inflation Impact
    • Educational Videos >
      • Documentaries
      • Educational Webinars >
        • Taxes Declassified
        • Top 10 IRA Mistakes
        • Taxes in Retirement
        • 3 Economic Strategies
        • Five Key Areas of Retirement
    • Recommendations >
      • ROTH Conversions
      • Volatility Buffer
      • Tax-Free Income
      • Wealth Transfer
    • Premium Finance
  • Planning
    • Retirement Analysis >
      • RA Sample
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management >
      • Questionnaire
    • Estate Planning
    • Federal Benefits >
      • Federal Benefit Kit
    • WA Retirement Systems
    • Boeing Retirement >
      • Boeing Webinar
      • Boeing Download
      • Boeing Calendar
      • Boeing Retirement
    • Business Planning >
      • Tax Free Multiplier
      • Business Tax Credit >
        • Resources
      • Employee Retention Tax Credit
      • Research & Development Tax Credit
  • Insurance
    • Annuities >
      • Annuity Resources
      • Market Index Links
      • Annuity Report
      • Annuity Reviews
    • Medicare >
      • Medicare Questionnaire
      • Medicare Clients
      • Medicare Plan Compare
      • Medical Networks
      • Medicaid Info
      • PEBB Benefits >
        • 2024 PEBB Retiree Guide
      • Medicare A&B
      • Medicare Rules
      • Medicare Meetings
      • Medicare Education
    • Long-Term Care
    • Life Insurance >
      • Multi-Generational
      • Premium Finance
      • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Market Simulations
    • Required Minimum Dist (RMD Calculator)
    • Interest Types
    • Calculators
    • Professional Referrals >
      • Dead Doctors Don't Lie
    • Bankrate Interest Rates
    • Rate of Return Calculations
    • Zillow Home Value
    • Credit Info
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
    • Secure Upload
    • Retirement Analysis (initial)
    • Retirement Software Client Portal
    • New Application
    • Application Process
    • Beneficiary Form
    • Client Resources
    • Phone App
    • Rate our Service
    • Refer a Friend