Birdseye Financial
www.birdseyefinancial.com
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Welcome to our ONLINE Retirement Analysis process
The process is simple. We start with just 9 basic questions. During our next conversation, we will then customize this report to your specific situation, goals, and address the concerns you may have about your Financial Future. After your complete these 9 questions, we will receive a notification and look forward to our next meeting. 
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Client Login Portal
Paper Form Option
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    APPOINTMENT REQUEST
    Schedule your no cost appointment with us today and let us help you plan your retirement future...

Submit
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Do you have Investment Statements?
Many clients have Investment Statements that we will analyze as well. When you upload your Quarterly Investment statement (PDF is best) to our secure server, we will then run a Riskalyze Report which breaks down Performance, Risk, Fees and more. To upload, just click SECURE UPLOAD LINK
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What is a Retirement Analysis?
We provide a realistic assessment of ones needs and a written plan for future financial goals for those committed to financial independence in retirement so they can worry more about life and less about their money. We strive to help make sure you lead the retirement you want to live. Today's economic climate is a whole lot different than it used to be. To succeed, it is important that you understand your situation first, and then find someone to help guide you through the maze of investment choices you have. 
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Establish Goals and Objectives

Successful people have developed the habit of making decisions that positively impact their future. Strategic decisions, followed by sustained commitment and accompanied by a clear process that will assure the best results. Goals and Objectives are the heart of any good plan and determines the action steps going forward.
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Gather Important Information

We like to help you determine what you want and need in an advisor that you choose work with. We share with you what type of work we do, how we do it and what you can expect from us. It's very important that we are a good fit for each other before we start the process. After all, we consider our clients lifetime friends...
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Evaluate Current Situation

A comprehensive review will be conducted on your documents, strategies and products being used. We will "pick apart" each element to determine why and how these items fit into your goals and objectives. We help you to understand what you are have now, how it is working and where it will lead you.

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Develop Comprehensive Plan

Once we know your goals and objectives, evaluated your current situation it is now time to develop a comprehensive plan that will meet those goals. Breaking down each piece of the puzzle and explain how they fit together, complimenting each other. We call this the ROAD MAP.

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Analyze and Implement The Plan

Once the Road Map has been determined and agreed to, we will help you implement each step, leaving nothing to chance. We will help you with each piece, making sure each element is in place properly as designed, organized for your understanding, and set forth on auto pilot so you do not have to worry about it.
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Maintaining the Plan (Annual Reviews)

Creating and implementing the strategic plan is just half the battle. Any good plan requires evaluation and maintenance. We will set in motion a periodic ongoing review of your goals, strategies and products, help you to rest assured that you remain on target to where you want to go.
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Who Are We
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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)