WELCOME BOEING EMPLOYEES...
FIVE KEY AREAS OF RETIREMENT PLANNING
Take a moment to watch this online webinar where we go through the 5 KEY AREAS of Retirement Planning in greater detail. These are areas that can save you time and money over your lifetime. Learn how you can get a FREE book offer*.
This video is meant for educational purposes only. Please consult a trained advisor prior to implementing any strategy mentioned. We are not acting in the role of a legal, tax or investment advisor by presenting this information to you. This webinar is intended to provide you with concepts and ideas that you may not have known or perhaps have overlooked in retirement. If you would like more information, please contact our office for detail specifics and printed illustrations that meet the full disclosure requirement.
VIDEO CONTENTS
00:33​ - STEP 1
- Pension Max

04:41​ - STEP 2
- Investment THREE Bucket System

11:05​ - STEP 3
- Retirement Plan

13:17​ - STEP 4
-Tax Strategies

18:41​ - STEP 5
- Asset Protection

​22:09​ - Summary
BOOK YOUR MEETING AND RECEIVE A FREE BOOK*
Book a FREE 30 Minute Strategy Meeting  with us and receive this book  at no cost while supplies last*. This book contains valuable strategies that you will find very useful to your Retirement Planning Education.
We created an INSTANT DOWNLOAD where you can have the FIVE KEY STEPS to Retirement Planning at your fingertips.
We appreciate your Online Review!
Resource Page
​Vendor Bookings
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
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 partner with LifePro Asset 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 illustrations used are hypothetical and were used for explanatory purposes only. THANK YOU!

MEDICARE MANDATORY DISCLAIMER
“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.” (MORE DETAIL)

State Licenses
AZ #7101306, CA #4140429, FL #W825259, ID #863617, MA #2176921, OK #3001663224, OR #7101306, TX #2695866, WA #190780

This calculators and illustrations on this website are designed to be information and educational tool only, and when used alone, do not constitute investment advice. We strongly recommend that you seek the advice of a financial services professional before making any type of investment. We also encourage you to review your insurance and investment strategy periodically as your financial circumstances change.

This report is for illustration purposes only. PAST PERFORMANCE IS BASED ON HYPOTETHICAL HISTORICAL DATA AND 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 CAP RATE / SPREADS / PARTICIPATION RATES. The use of different time periods and amounts will vary results.

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 not sponsored, endorsed, sold, or promoted by Standard and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates, and non of the Stand and Poor's Financial Services LLC, S&P Down Jones Indices LLC, or their affiliates makes any representation regarding the advisability of purchasing an insurance or financial product.