BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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Privacy Policy
Effective Date: 01/01/2025

1. Introduction Birdseye Financial ("Company," "we," "our," or "us") is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you visit our website https://www.birdseyefinancial.com, and when you interact with us via phone, email, or SMS communications. By using our website or communicating with us, you agree to the terms of this Privacy Policy.

2. Information We Collect We may collect the following types of information:
  • Personal Information: Your name, email address, phone number, physical address, and any other information you voluntarily provide through contact forms or other communications.
  • Financial Information: When relevant to our services, we may collect income, insurance, or other financial information.
  • Automated Information: Your IP address, browser type, device ID, and browsing behavior (collected via cookies and analytics tools).

3. How We Use Your Information We use the information we collect for purposes including:
  • To respond to your inquiries or provide requested services.
  • To communicate with you via SMS, phone, or email (with your consent).
  • To personalize your experience on our website.
  • To improve our website functionality and marketing efforts.
  • To comply with legal and regulatory requirements.

4. Text Messaging (SMS) Communications If you opt in to receive SMS communications from us: ● We will send you updates, offers, and appointment reminders related to our services.
  • Message frequency may vary.
  • Message and data rates may apply.
  • You can opt out at any time by replying “STOP” to any message. For help, reply “HELP” or contact us directly at 360-752-7889 or info@birdseyefinancial. We do not share your phone number with third parties for their marketing purposes.

5. Sharing of Information We do not sell your personal information. We may share your information with:
  • Service providers who assist in operating our website and services (bound by confidentiality).
  • Legal authorities if required by law or to protect our rights or property.

6. Cookies and Tracking Technologies Our website uses cookies and similar technologies to enhance user experience and analyze traffic. You can adjust your browser settings to disable cookies if desired.

7. Data Security We use commercially reasonable safeguards to protect your personal information from unauthorized access or disclosure.

8. Your Rights and Choices You have the right to:
  • Request access to or correction of your personal information.
  • Opt out of marketing communications at any time.
  • Withdraw consent to SMS or email communication.

To exercise your rights, contact us at:
📧 [email protected] 
📞 360-722-7889

9. Children’s Privacy Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children.

10. Updates to This Policy We may update this Privacy Policy periodically. When we do, we will revise the “Effective Date” at the top of this page. Continued use of our services indicates acceptance of the updated policy.

11. Contact Us If you have any questions about this Privacy Policy or your personal data, please contact:


Birdseye Financial
136 Hillside Dr, Burleson, TX 76028
📧 [email protected]
📞 360-722-7889
🌐 https://www.birdseyefinancial.com 
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Birdseye Financial Services
​
136 Hillside Drive E
Burleson, TX 76028

​
Client Resources
Main # 360-722-7889
Texas # 817-717-1487
Fax #425-412-6865

​
[email protected]

birdseyefinancial.com
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CLICK TO READ OUR FULL DISCLOSURE
The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through Simplicity Asset Management, an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification.

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. ​Please get in touch with 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 before 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.)

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. The current license status may increase or decrease without being updated on this site. ​If you have any questions, please don't hesitate to ask.

PRIVACY POLICY       OPT-IN PROCESS
  • Home
  • About
    • Who We Are >
      • Explore More
    • Corbin Lindsey, Advisor
    • Our Reviews
    • Get Started
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Sequence of Returns
    • Volatility Buffer >
      • Volatility Buffer Webinar
    • Tax Strategies >
      • Tax Free Income
      • RMD Calculator
      • IRA RMD RULES
      • ROTH IRA
      • ROTH Conversion
      • Tax Declassified Webinar
      • Qualified Charitable Donation
      • Business Tax Credit
    • Inflation Impact
    • Educational Videos >
      • Documentaries
      • Educational Webinars >
        • Taxes Declassified
        • Top 10 IRA Mistakes
        • Taxes in Retirement
        • 3 Economic Strategies
        • Five Key Areas of Retirement
    • Recommendations >
      • ROTH Conversions
      • Volatility Buffer
      • Tax-Free Income
      • Wealth Transfer
    • Premium Finance
  • Planning
    • Retirement Analysis >
      • RA Sample
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management >
      • Questionnaire
    • Estate Planning
    • Federal Benefits >
      • Federal Benefit Kit
    • WA Retirement Systems
    • Boeing Retirement >
      • Boeing Webinar
      • Boeing Download
      • Boeing Calendar
      • Boeing Retirement
    • Business Planning >
      • Tax Free Multiplier
      • Business Tax Credit >
        • Resources
      • Employee Retention Tax Credit
      • Research & Development Tax Credit
  • Insurance
    • Annuities >
      • Annuity Resources
      • Market Index Links
      • Annuity Report
      • Annuity Reviews
    • Medicare >
      • Medicare Questionnaire
      • Medicare Clients
      • Medicare Plan Compare
      • Medical Networks
      • Medicaid Info
      • PEBB Benefits >
        • 2024 PEBB Retiree Guide
      • Medicare A&B
      • Medicare Rules
      • Medicare Meetings
      • Medicare Education
    • Long-Term Care
    • Life Insurance >
      • Multi-Generational
      • Premium Finance
      • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Market Simulations
    • Required Minimum Dist (RMD Calculator)
    • Interest Types
    • Calculators
    • Professional Referrals >
      • Dead Doctors Don't Lie
    • Bankrate Interest Rates
    • Rate of Return Calculations
    • Zillow Home Value
    • Credit Info
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
    • Secure Upload
    • Retirement Analysis (initial)
    • Retirement Software Client Portal
    • New Application
    • Application Process
    • Beneficiary Form
    • Client Resources
    • Phone App
    • Rate our Service
    • Refer a Friend