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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. (You can go to SSA.GOV to get your exact Social Security Numbers) 
    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 EXPENSES: 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?
    Thank You for the details. We will now start creating your retirement plan!
    This information will be kept confidential and used for the purpose of helping you create a retirement plan analysis.
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Birdseye Financial
​136 Hillside Drive E
Burleson, TX 76028
Main # 360-722-7889
Texas # 817-704-3544
Fax #425-412-6865

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The content of the Birdseye Financial website, email, fax, social media, text messages, online meetings, and phone calls are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from Birdseye Financial employees/contractors 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 communication (via Website, Email, Fax, Text, Social Media, in person, or by phone) is not intended 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/contractors are not tax, legal, or investment advisors and are not operating in such a manner. Any advice you receive should be taken as non-tax, not legal, and non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we recommend LifePro Asset Management. Please know investments in the market carry an inherent element of risk. No investment in the market or strategy can guarantee a profit or prevent a loss. Any illustrations used in the sales or service process are to be considered hypothetical and for explanatory purposes only. 

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. Please contact 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 prior to 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.)

Birdseye Financial and its employees/contractors are not employees/contractors of Medicare, the government, insurance company or any other agency. We are independent licensed agents. All calculators and illustrations shown or sent from our website, email or any other means are designed to be informational and educational only. They do not constitute investment advice. We encourage you to review your insurance and investment strategies periodically as your financial circumstances may change. On many products it is important to note that PAST PERFORMANCE 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 CAPS, RATES, SPREADS, PARTICIPATION RATES and possible Fees. The use of different time periods and funding amounts can cause results to differ from other products. Illustrations may be based on hypothetical historical data. 
 
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.

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