First, have we scheduled our next meeting?
If NO, then please first schedule our next meeting with us where we will help you to customize your Retirement Analysis. You may choose from either ONLINE meeting using your computer or tablet, or meet with us in person at our Marysville office.
If YES, then please go directly to our Retirement Analysis Software
Online Meeting from your home
Office Meeting in Marysville
​Directions to our office
If you already have a scheduled appointment with us, you can just go directly to the Retirement Analysis Software and skip choosing another date.
If you prefer to contact our office, call us at (360) 722-7889
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 individuals used in scenarios are fictitious and all numeric examples are hypothetical and were used for explanatory purposes only. THANK YOU!