Are you ready for Retirement?

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• 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.