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 Questionnaire
We help you customize your own comprehensive retirement plan with a few simple questions to start. You will love the client portal access too.
Upload Investment Statements
​Part of a good Retirement Analysis is to review your current Quarterly Investment statements. Please download to your computer a PDF copy from your financial institution. Then you can upload to our SECURE SERVER for us to review.
WHAT YOU NEED TO KNOW BEFORE STARTING...
  • Employment Income
  • Social Security Income (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
We appreciate your Online Review!
Birdseye Financial Services
​136 Hillside Drive E
Burleson, TX 76028

​Client Resources
Main # 360-722-7889
Texas # 817-717-1487
Fax #425-412-6865

​[email protected]
birdseyefinancial.com
​Vendor Bookings
CLICK TO READ OUR FULL DISCLOSURE
The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through LifePro Asset Management, an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification.

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. ​Please get in touch with 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 before 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.)

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. The current license status may increase or decrease without being updated on this site. ​If you have any questions, please don't hesitate to ask.ve any questions, please don't hesitate to ask.