Retirement Planning made simple...
Let's get started with 9 simple questions. Then during our next appointment we will customize your Retirement Analysis to your lifestyle.
SCHEDULE AN APPOINTMENT
Have you already scheduled an appointment with our office? If not, please choose a date and time that works best for you.

RETIREMENT ANALYSIS
We help you customize your own comprehensive retirement plan with only 9 simple questions to start. You will love the client portal access too.
INVESTMENT STATEMENTS
After you download to your computer a recent quarterly investment statement you can upload to our SECURE SERVER for us to review.
WHAT YOU NEED TO KNOW BEFORE STARTING...
  • Employment Income
  • Social Security Income (Visit www.ssa.gov)
  • Pension Income (Single / Joint options?)
  • Investment Balances  - Qualified (401K, IRA, ROTH, SEP, and SIMPLE)
  • Investment Balances - Non-Qualified (Bank, Brokerage)
  • Monthly Expenses (Budget)
*** Other Assets like Insurance and rental properties can be added as well. Just let us know during our meeting.
Sample iIllustrations from the software
Client Login
VIDEO EDUCATION - Retirement Plan Creation
Watch these two videos below to see the simple process of creating a personalized Retirement Plan.
HOW YOU START A RETIREMENT PLAN
In this video, we show you how to answer the first nine questions from the ONLINE questionnaire. This may take you perhaps 15 to 20 minutes total.

Items you will need to know are:
  • Income (Job, Social Security, and Pension)
  • Asset Balances (401K, IRA, ROTH)
  • Investment Balances (Brokerage, Bank)
  • Monthly Expenses​
*** Additional information like insurances, rental properties and more can be added during our meeting as well.
HOW WE CUSTOMIZE A PLAN FOR YOU
In this video, we show you what happens once you submit the initial 9 questions. We then show you how we customize this report to fit your needs.
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Keep in mind, many of you, like our clients may have a much more complicated scenario and we can and do assist you in this process. Perhaps you own rental property or plan to travel for a certain period of time.

​This software can do almost any scenario you have. We have yet to see a scenario we cannot illustrate to be accurate. 
We appreciate your Online Review!
Resource Page
​Vendor Bookings
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)