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!
Resource Page
​Vendor Bookings
Ring Central
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 content of the Birdseye Financial website, email, fax, social media, text messages, online meetings, and phone calls are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from Birdseye Financial employees/contractors 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 communication (via Website, Email, Fax, Text, Social Media, in person, or by phone) is not intended 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/contractors are not tax, legal, or investment advisors and are not operating in such a manner. Any advice you receive should be taken as non-tax, not legal, and non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we recommend LifePro Asset Management. Please know investments in the market carry an inherent element of risk. No investment in the market or strategy can guarantee a profit or prevent a loss. Any illustrations used in the sales or service process are to be considered hypothetical and for explanatory purposes only. 

MEDICARE MANDATORY DISCLAIMER
“We do not offer every plan available in your area. Currently in WA State we represent seven organizations which offer 34 products in Snohomish County and 33 products in King County and 19 products in Whatcom County. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online and a SCOPE of appointment required by Medicare will be obtained 48 hours prior to any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county, we can validate these numbers upon request.)

Birdseye Financial and its employees/contractors are not employees/contractors of Medicare, the government, insurance company or any other agency. We are independent licensed agents. All calculators and illustrations shown or sent from our website, email or any other means are designed to be informational and educational only. They do not constitute investment advice. We encourage you to review your insurance and investment strategies periodically as your financial circumstances may change. On many products it is important to note that PAST PERFORMANCE 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 CAPS, RATES, SPREADS, PARTICIPATION RATES and possible Fees. The use of different time periods and funding amounts can cause results to differ from other products. Illustrations may be based on hypothetical historical data. 
 
State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services.

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 sponsored, endorsed, sold, or promoted by Standard and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates, and none of the Stand and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates make any representation regarding the advisability of purchasing an insurance or financial product. This applies to all indexes used.