Birdseye Financial Services (360) 722-7889
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    • Welcome to Birdseye
    • Who We Are
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Sequence of Returns
    • Rule of 100
    • Tax Strategies >
      • RMD Calculator
      • ROTH IRA
      • Qualified Charitable Donation
      • Business Tax Credit
    • Inflation Impact
    • Educational Webinars >
      • Taxes in Retirement
      • 3 Economic Strategies
      • Five Key Areas of Retirement
    • Video Library
  • Planning
    • Retirement Analysis >
      • Retirement Meeting
      • RA Analysis
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      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
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      • Federal Benefit Kit
    • Business Tax Credit >
      • Research & Development Tax Credit
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      • Medicare Questionnaire
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  • Tools
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    • Documentaries
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    • Required Minimum Dist (RMD Calculator)
    • Calculators
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Financial Planning

Select the tab that interest you...
  • Retirement Analysis
  • Social Security
  • Risk Analysis
  • Tax Strategies
  • Estate Planning
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When you build a Retirement Plan, you are building a pathway to your dreams!

In building an effective retirement plan it is more then looking at optimizing income, protecting assets and measuring expenses. 

It takes Taxes into account, applies inflation, measures RISK of return, and utilizes a SAFE money and  RISK money approach to overcome market ups and downs.

We take time to educate and implement strategies that will have a positive direct affect on your portfolio. Then we measure from year to year and make adjustments as life changes, and market conditions rise and fall.

You remain in full control as we offer the guidance you need while you focus on enjoying your retirement.
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FREE DOWNLOAD
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When do you turn on benefits?

The question of when to collect is very difficult. In fact, each year many people forgo spousal benefits or take their benefits either too early or too late. This mistake leaves them missing out on many thousands of dollars.

To help you make the best retirement and/or spousal benefit claiming decisions, we use a custom benefits calculation software to provide you with a report based on your individual circumstances.


Request your FREE Social Security Report Today!!! (MORE INFO)
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You may upload your documents today. Please be sure to schedule your appointment with us too.
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MARKET RISK ANALYSIS

What makes a good Investment?
  • Rate of Return
  • Level of Risk
  • Low Fees

First, we begin with your investment statements where we begin to analyze the overall health of the investments and we send you a personal link where we measure your level of comfort with risk of the marketplace. 

Second, we show what your current portfolio risk, fees and potential growth (risk and reward) results. Often when we first meet with a client, we find the RISK of a clients' portfolio is HIGHER then expected and the client was unaware. 

Third, we discuss with you strategies of how to reduce fees and potential risk while maintaining the overall rate of return. We believe education of risk and reward, fee structure, and probability of future returns is essential.


Request your analysis today...
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Free Download
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Tax Strategies in Retirement

Many aspects of your everyday life begin to change as you prepare for retirement. One of the biggest changes you are faced with involves your finances.

The paycheck you have become accustomed to receiving is no longer coming in. Instead, it is now up to you to decide from which accounts you will take income. Your paycheck may have stopped, but taxes continue.

​It is important to know and understand the potential tax implications of selecting which assets from which you draw your retirement income.
Are you paying more taxes then you need to?
Watch an educational ​TAX WEBINAR

We do not provide tax advice. We are offer educational strategies that you may be able to implement with the help of a qualified tax advisor. Please consult a tax advisor prior to using any tax strategy that you receive from us.
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HAVE YOU THOUGHT AHEAD?

Estate Planning Strategies
  • Do you own real estate in WA State
  • Are your investments over $100,000
  • Do you understand Probate and Estate Taxes
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We believe in proper planning for your estate both during your lifetime and after.  We have many strategies that may help you accomplish your goals and not lose money to medical cost, lawsuits, probate and estate taxes. Protect what you have worked so hard for.
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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. However, we often refer our clients over to a licensed investment advisor for any investment advice our clients need. A company we prefer is: Secure Investment Management
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We appreciate your Online Review!
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VENDORS
Phone 360-722-7889
Fax #425-412-6865
INFO@BIRDSEYEFINANCIAL.COM
Birdseye Financial (MAP)
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!
  • Home
  • About
    • Welcome to Birdseye
    • Who We Are
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Sequence of Returns
    • Rule of 100
    • Tax Strategies >
      • RMD Calculator
      • ROTH IRA
      • Qualified Charitable Donation
      • Business Tax Credit
    • Inflation Impact
    • Educational Webinars >
      • Taxes in Retirement
      • 3 Economic Strategies
      • Five Key Areas of Retirement
    • Video Library
  • Planning
    • Retirement Analysis >
      • Retirement Meeting
      • RA Analysis
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management
    • Federal Benefits >
      • Federal Benefit Kit
    • Business Tax Credit >
      • Research & Development Tax Credit
      • Employee Retention Tax Credit
      • Resources
  • Insurance
    • Annuities
    • Medicare >
      • Medicare Questionnaire
      • Medicare Meeting
      • Medicare Networks
    • Long-Term Care
    • Life Insurance
    • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Documentaries
    • Market Index Links
    • Required Minimum Dist (RMD Calculator)
    • Calculators
    • Professional Referrals
    • Bankrate Interest Rates
    • Zillow Home Value
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting >
      • Online Meeting Details
    • Secure Upload
    • Retirement Analysis
    • Retirement Portal
    • Rate our Service
    • Referral A Friend