Birdseye Financial
www.birdseyefinancial.com
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Your advisor, Corbin Lindsey, has elected to provide AssetLock® Personal at no cost to you, which gives you the ability to apply the AssetLock® alert system to accounts not managed by your advisor including 401Ks, 403Bs, 457Bs, & TSPs.
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With AssetLock® Personal, you are in complete control over the AssetLock® Percentages on your accounts, and can even customize your alerts to best meet your needs! An AssetLock® Percentage can range from 5%-30% and is always based on the High Water Value for the account. The AssetLock® Value is the downside value which would trigger the AssetLock® Percentage.

AssetLock® Personal has several alert options which can be customized by you! You have the ability to set alert parameters based on your personal risk tolerance for each account, and can update them at any time! You can receive alerts when your account:
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  • Receives Deposits
  • Earns Dividends
  • Reaches a New High Water Mark
  • Has Elevated Risk (Yellow)
  • Triggers AssetLock® (Red)

It is important to note that AssetLock® is programmed to adjust the High Water and AssetLock® Values to accommodate deposits and withdrawals to ensure an accurate representation of the status of the account. For more information on how this process occurs and the reasoning behind it, please ask an AssetLock® Equipped Advisor.

AssetLock is a communication tool developed to help users stay informed on their retirement accounts.
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BIRDSEYE FINANCIAL DISCLOSURE
Tax and Legal Disclosure

Birdseye Financial, Corbin Lindsey and any associate affiliated with Birdseye Financial, does not offer tax or legal advice. We provide strategies for educational purposes only. You should consult your tax or legal professional for complete information regarding any tax and legal matters.

Website Content
The information listed on this website and on any document from Birdseye Financial that is provided by Birdseye or by a third party has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Birdseye Financial. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributors shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this information.

All items on this website are not to be considered a recommendation to purchase or to sell an insurance or investment holding. No insurance company has endorsed or reviewed this website content. Before purchasing any type of insurance and/or investment product, it is important that you do your own due diligence, and that you consult a properly licensed professional if you should have any specific questions that relate to your individual situation. All of the names, marks, and materials that were used within this website are the property of their respective owners.

We are NOT affiliated with the U.S. Government or Federal Medicare Program

Product Illustrations
​And as always, it’s important to keep in mind that past performance is definitely no guarantee of the future results that you’ll receive in most any financial vehicle.

Online Forms
​Should you complete an online form of any type, you are agreeing to be contacted by Birdseye Financial or one of our referral partners.
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HELPFUL LINKS
  • ONLINE MEETING Online Meeting Screen Share (Click to Launch)
  • SCHEDULE A MEETING on our calendar (Schedule Now)

​RETIREMENT TOOLS 
  • Retirement Analysis Please complete the Financial Questionnaire (Online / Download)
  • Birdseye Financial Secure Document Upload (Click Here)
  • Secure Investment Management  Secure Document Upload (​Click Here)
  • Asset Lock Track your Investments (Click Here)

  • Optional Online ZOOM Meeting (CLICK HERE)
  • VENDOR ONLY Calendar Booking (CLICK HERE)