BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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      • Social Security Webinar
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      • Medicare Questionnaire
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Financial Products

Select the tab that interest you...
  • ANNUITIES
  • RISK INVESTMENTS
  • MEDICARE
  • LONG-TERM CARE
  • FINAL EXPENSE
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What Are Annuities?

An annuity is a contract between you and an insurance company that is designed to meet retirement and other long-range goals, under which you make a lump-sum payment or series of payments.

Annuities typically offer tax-deferred growth of earnings and may include a death benefit that will pay your beneficiary a specified minimum amount, such as your total purchase payments or payments with growth.

While tax is deferred on earnings growth, when withdrawals are taken from the annuity, gains are taxed at ordinary income rates, and not capital gains rates.


​If you withdraw your money early from an annuity, you may pay substantial surrender charges to the insurance company, as well as tax penalties.
Free Download Books
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DOWNLOAD A SAMPLE REPORT
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FIDUCIARY vs. BROKERS
We often have client come to us without knowing the difference between a Fiduciary and a Broker or the difference between Retail and Institutional investments. Once they learn, the level of service and products that are available, they never go back. Watch this funny video below that drives the point home and then schedule a FREE consultation with us.
GET YOUR FREE INVESTMENT ANALYSIS
UPLOAD QUARTERLY STATEMENT
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Choosing the RIGHT plan is important and vital to save you money.
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Medicare Insurance
There are many options and plan differences that choosing a Medicare plan that is right for you can be confusing and exhausting. We offer you a side by side analysis for the plans we recommend. We explore which plans your doctors accepts, the cost of your medicine and how you plan to use it. 

We offer you all three types of Medicare options (Advantage, Supplement and Stand Alone Drug Plans from almost all the carriers.

We believe Medicare is a yearly choice that should be made, so we contact our clients, show them what is new, remind them of what is important and answer all their questions both at the time of enrollment and though the year. 
Please complete our Medicare Questionnaire
MEDICARE QUESTIONNIARE
Online Enrollment
This works for Aetna, Humana & UHC
Medicare Enrollment
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The SIX Activities of Daily Living
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Long-Term Care
When we get older we have the concern for the cost of our care. We know the cost is not cheap and in fact it can be very expensive. The main four types of care consist of Home Health, Assisted Living, Nursing Home, and Alzheimer's. 

How will you pay for your long-term care needs?
With over 70% of the population at age 80 using some form of Long-Term care services it is no wonder why the cost is high.

We can offer you two great solutions. One is traditional Long-Term care and the other is a method of Leveraging. Both are important to explore and learn about.
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FINAL EXPENSE (Burial Insurance)
Final expense insurance can protect your family from the burden of funeral, burial and even medical expenses. Final expense insurance can protect your family from the burden of final expenses, like funeral, burial and even medical expenses.

Final expenses can be difficult to talk about. Yet final expenses can be a major burden to your family and loved ones and compound an already difficult time. Being prepared with final expense insurance is one way to be certain your family won't have to dip into their savings to cover the funeral or burial costs and medical bills you may leave behind.
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We appreciate your Online Review!
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Resource Page
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Vendor Bookings

Birdseye Financial Inc
136 Hillside Dr E
Burleson, TX 76028
Main # 360-722-7889
Texas # 817-704-3544
Fax #425-412-6865
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INFO@BIRDSEYEFINANCIAL.COM
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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 partner 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!

MEDICARE MANDATORY DISCLAIMER
“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.” (MORE DETAIL)

State Licenses

AZ #7101306, CA #4140429, FL #W825259, ID #863617, MA #2176921, OK #3001663224, OR #7101306, TX #2695866, WA #190780

This calculators and illustrations on this website are designed to be information and educational tool only, and when used alone, do not constitute investment advice. We strongly recommend that you seek the advice of a financial services professional before making any type of investment. We also encourage you to review your insurance and investment strategy periodically as your financial circumstances change.

This report is for illustration purposes only. PAST PERFORMANCE IS BASED ON HYPOTETHICAL HISTORICAL DATA AND 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 CAP RATE / SPREADS / PARTICIPATION RATES. The use of different time periods and amounts will vary results.

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 not sponsored, endorsed, sold, or promoted by Standard and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates, and non of the Stand and Poor's Financial Services LLC, S&P Down Jones Indices LLC, or their affiliates makes any representation regarding the advisability of purchasing an insurance or financial product.
  • Home
  • About
    • Welcome to Birdseye
    • Who We Are
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Inflation Impact
    • Rule of 100
    • Sequence of Returns
    • Volatility Buffer >
      • Volatility Buffer Webinar
    • Tax Strategies >
      • Tax Free Income
      • RMD Calculator
      • IRA RMD RULES
      • ROTH IRA
      • Tax Declassified Webinar
      • Qualified Charitable Donation
      • Business Tax Credit
    • Educational Webinars >
      • Taxes Declassified
      • Top 10 IRA Mistakes
      • Taxes in Retirement
      • 3 Economic Strategies
      • Five Key Areas of Retirement
    • Educational Videos
    • Documentaries
  • Planning
    • Retirement 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 Networks
      • Medicare Clients
      • Medicare Rules
    • Long-Term Care
    • Premium Financed
    • Life Insurance
    • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Market Index Links
    • Required Minimum Dist (RMD Calculator)
    • Calculators
    • Professional Referrals
    • Bankrate Interest Rates
    • Zillow Home Value
    • Slides >
      • Slides - Intro Step
      • Slides - Hegna
      • Slides - Strategy
      • Slides - Taxes
      • Slides - Invest
      • Slides - Buffer
      • Slides - FIA
      • Slides - Income
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
    • Secure Upload
    • Retirement Analysis
    • Application >
      • Beneficiary Form
    • Retirement Portal
    • Rate our Service
    • Refer a Friend