Welcome to Birdseye Financial...

Let's plan your journey in life...
What Goals are you Trying to Achieve?
  • Consistent retirement income
  • Protection against Market Volatility
  • Protection against taxes
  • Protection against Inflation
  • Preservation of capital
  • Leaving Legacy and Estate
Retirement Questions to ask Yourself...
- When can I Safely Retire from my job?
- How much income will I receive in Retirement?
​- How do I guarantee my income for life?
- How can I manage money during a volatile market?
- How do I implement a tax strategy?
- How do I protect my assets from medical bills?
Corbin Lindsey
Financial Advisor
Birdseye Financial
360-722-7889
A PROVEN PLAN PROVIDES PEACE OF MIND
​When you visit a doctor, you expect them to use both their years of experience and the proper tools to diagnose your situation. Once they have found any issue, they educate and prescribe the action steps. ​We believe this process works for retirement planning.
WHERE WE SPECIALIZE
  • Retirement Planning
  • Income Planning
  • Social Security Planning
  • Pension Maximizing Planning
  • Tax Strategies
  • Safe Growth Strategies
  • Risk Growth Strategies
  • Estate Planning
  • Legacy Planning​

We begin with a 30-minute phone conversation to discuss your goals and concerns.

​If we both decide that we are a good fit, then we take the next step and prepare to create a personalized Retirement Analysis at no cost to you.

Let's get connected!!!
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WHY A FREE RETIREMENT ANALYSIS?
We believe good decisions come from informed clients. We start with an analysis of your existing portfolio. We discuss the concerns that you may have. We educate you on how to improve your portfolio. We discuss proven strategies that could help you enjoy your retirement with with less stress.

We believe your retirement is important!
Many clients have come to us with portfolios that contain too much risk or products that do not help them. Often we find clients paying fees that are too high or not currently implementing the proven strategies that could help them reduce risk, increase rate of return or offer them a safety net.
​If we both decide that we are a good fit, then we take the next step and prepare a personalized Retirement Analysis at no cost to you. This is perhaps what makes us different from others in our industry. We believe planning and education are keys to your success!
HOW DO WE BEGIN THIS PROCESS OF HELPING YOU?
First, just like a doctors office, we will ask you to complete this Online Client Questionnaire where you will be asked to share with us a snapshot of your main goals, concerns, dreams and basic contact information so we can reach you back.

Than after you complete the questionnaire, you can schedule an appointment with us (Phone, Online or office) right on our calendar or call our office at (360) 722-7889 and schedule over the phone.
We look forward to speaking with you soon.
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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 often work with Secure Investment 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 individuals used in scenarios are fictitious and all numeric examples are hypothetical and were used for explanatory purposes only. THANK YOU!