Thank you for scheduling your appointment!!!

Now let's  start your Retirement Analysis...

This next step will only ask you 9 questions. After you have submitted the information we will customize the Retirement Analysis on our next meeting.

Begin the process of creating a Retirement Plan that fits your unique situation. We start with 9 simple questions. Then on our next meeting we will customize this analysis to meet the complexities of your lifestyle. Once complete, we teach you how to make your retirement plan both efficient and powerful. We are hear to help you during the entire process...
Investment Statements
If you have quarterly investment statements, please click this LINK to upload them to our secure server.
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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 it's employees are not tax or legal advisors and are not operating in such a manner.