Birdseye Financial
www.birdseyefinancial.com
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RETIREMENT ANALYSIS FORMS
Welcome to our website... 
Here you can download a copy of our Retirement Analysis forms which might take you about 15 to 30 minutes to complete. Once completed, you can send them back to us via EMAIL or our preferred
SECURE UPLOAD​ feature.

Please remember we may need additional documents, such as your bank or Financial Investment statements for a complete review of what you have, how it is working and what can be done to improve on your personal circumstances.
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Online Form (Best Method)
Download this form to your desktop
IMPORTANT -
When using a PDF with fill-in sections, you must first save the form to your desktop. Once saved, go to the desktop and open the form. Then complete the BLUE sections and remember to SAVE your form.
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Please fill-In these important sections:
  • Contact Information
  • Income
  • Retirement Assets
  • Expenses
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Financial Statements (If Available)
Please download your PDF statements from your Investment Broker website and upload them along with your Retirement Analysis form.
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Secure Upload (CLICK HERE)
Once complete, please save the file and upload or email back to us. We prefer the SECURE UPLOAD​.
RETIREMENT ANALYSIS FORMS
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If you have questions, need assistance, please contact our office at 360-722-7889
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WHAT IF I HAVE FINANCIAL STATEMENTS???
INVESTMENT STATEMENTS
Do you have investments that you would like us to analyze? In order to analyze your RISK investments in the market, we will need a current copy of your account statements. We will look at the Market Risk, Fees, and Return Potential among overlap and many additional concerns. You may download a PDF file from your broker website and upload these to our SECURE SERVER.

INSURANCE POLICIES (Life, Long-term Care, Medicare, Critical Illness, Etc)
Do you have insurance contracts that you would like us to review? If you have an insurance product (Life, Annuity, Long-Term Care, Medicare) and you would like us to review it for you, then please have them available upon our next visit. Often times we find products that are not correctly suited to your actual needs, are too expensive, perhaps outdated, might need adjustment or perhaps no longer needed at all to meet your current goals. We want you to be well educated on what works best for you going forward. 
SAMPLE ANALYSIS
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Annuities
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Insurances
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Get Educated
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BIRDSEYE FINANCIAL DISCLOSURE
Tax and Legal Disclosure

Birdseye Financial, Corbin Lindsey and any associate affiliated with Birdseye Financial, does not offer tax or legal advice. We provide strategies for educational purposes only. You should consult your tax or legal professional for complete information regarding any tax and legal matters.

Website Content
The information listed on this website and on any document from Birdseye Financial that is provided by Birdseye or by a third party has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Birdseye Financial. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributors shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this information.

All items on this website are not to be considered a recommendation to purchase or to sell an insurance or investment holding. No insurance company has endorsed or reviewed this website content. Before purchasing any type of insurance and/or investment product, it is important that you do your own due diligence, and that you consult a properly licensed professional if you should have any specific questions that relate to your individual situation. All of the names, marks, and materials that were used within this website are the property of their respective owners.

We are NOT affiliated with the U.S. Government or Federal Medicare Program

Product Illustrations
​And as always, it’s important to keep in mind that past performance is definitely no guarantee of the future results that you’ll receive in most any financial vehicle.

Online Forms
​Should you complete an online form of any type, you are agreeing to be contacted by Birdseye Financial or one of our referral partners.
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HELPFUL LINKS
  • ONLINE MEETING Online Meeting Screen Share (Click to Launch)
  • SCHEDULE A MEETING on our calendar (Schedule Now)

​RETIREMENT TOOLS 
  • Retirement Analysis Please complete the Financial Questionnaire (Online / Download)
  • Birdseye Financial Secure Document Upload (Click Here)
  • Secure Investment Management  Secure Document Upload (​Click Here)
  • Asset Lock Track your Investments (Click Here)

  • Optional Online ZOOM Meeting (CLICK HERE)
  • VENDOR ONLY Calendar Booking (CLICK HERE)