Are you ready for Retirement?
Create Your Retirement Plan Today...
  • What does Retirement look like to you? 
  • What are your plans for enjoying the rest of your life?
  • Do you have a customized Retirement Plan?
  • How will you navigate market risk investments and insurance-based products?
  • Are your advisors addressing Taxes in retirement or how to handle your estate in regards to medical, legacy, and asset protection concerns?
​Hello, my name is Corbin Lindsey, the owner of Birdseye Financial located in Marysville, WA
Since 2002, I have helped hundreds of clients retire with peace of mind knowing their on target for reaching their goals, while addressing their concerns. This is ONLY achieved with building long-lasting relationships focused on financial analysis, education, implementing proven strategies, and having access to both the top insurance companies and a Fiduciary team with Institutional-grade investments.

If you have a broker, a banker, or a plan from work, chances are more than likely that you have not experienced the stunning level of service and expertise we offer. We are a complete advisory service that provides you with an in depth approach to your retirement planning needs.
EXPLORE OUR PLANNING SERIVCES FOR YOU...
  • Retirement Planning
  • Income Planning
  • Pension Planning
  • Tax Strategies
  • Safe Growth Strategies
  • Risk Growth Strategies
  • Estate Planning
  • Legacy Planning​

Our process is simple and straight forward. We begin with a 15 to 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.
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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.
We appreciate your Online Review!
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 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!