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Retirement Analysis Questionnaire
Now let's gather some basic information to create your own customized and comprehensive retirement plan. We keep it simple, with just a few questions now, then we customize during our next meeting to fit your situation regardless of how simple or complex your life is. If you prefer a detailed form to download and complete, (click here).

    Please take a few minutes to complete our Retirement Analysis Questionnaire

    Contact Information
    2. SALARIES & RETIREMENT DATE: CHOOSE WHETHER YOU’RE RETIRED OR WORKING, THEN IF WORKING, YOUR GROSS MONTHLY SALARY AND THE DATE YOU’D LIKE TO RETIRE
    3. SOCIAL SECURITY: ADD THE AGE YOU’D LIKE TO START AND THE PROJECTED MONTHLY AMOUNTS OF YOUR SOCIAL SECURITY BENEFITS.
    4. PENSIONS: Add the age you’d like to start and the projected monthly amounts of your pension benefits
    5. RETIREMENT ACCOUNTS: Enter the combined totals and we will separate out accounts during our next meeting
    WORK PLANS
    TRADITIONAL IRA's
    ROTH IRA's
    INVESTMENT ACCOUNTS
    BANK / Credit Union Accounts
    6. NON-RETIREMENT ACCOUNTS: List items that are part of your net worth but not intended for use for retirement
    7. MONTHLY EXPENCES: Enter the total amount of your current estimated monthly expenses.
    8. Retirement Goals: What is most important part of your retirement future?
    9. Retirement Concerns: What is the top three largest concerns during your retirement life?
    This information will be kept confidential and used for the sole purpose of helping you create a retirement plan analysis.
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Birdseye Financial Inc
136 Hillside Dr E
Burleson, TX 76028
Phone # 360-722-7889
Fax #425-412-6865
​INFO@BIRDSEYEFINANCIAL.COM
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
​LICENSES: AZ #7101306, CA #4140429, FL #W825259, ID #863617, MA #2176921, OK #3001663224, OR #7101306, TX #2695866, WA #190780

This calculator is 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.