Welcome to our webinar
Take a moment to watch this Educational Webinar where we go  over THREE STRATEGIES you should know in Retirement.

And if you complete the following Risk & Portfolio Assessment Call Questionnaire, we will provide you a 30-Min no cost consultation.
Take The Short Quiz To See If You Qualify For
A Free Risk & Portfolio Assessment Call
In this FREE portfolio assessment call we'll break down your current situation, then your goals, and layout strategies to get you there in the quickest time possible. 

​​Zero pressure or obligation whatsoever.
Very limited spots are available as our advisors rarely offer these complimentary.
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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!