Create your online Retirement Plan at No Cost

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Begin the process of creating a Retirement Plan that fits your unique situation. We start with 9 simple questions. Then on our next meeting we will customize this analysis to meet the complexities of your lifestyle. Once complete, we teach you how to make your retirement plan both efficient and powerful. We are hear to help you during the entire process...
Please upload your Quarterly Investment Statements using our Secure Upload Feature and we will analyze them too!
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)
  • Assets (401K, IRA, Non-Qualified, Bank, Etc)
  • Monthly Expenses

​Other items that are helpful will be your Quarterly statements from investment accounts. These can be safely uploaded to our SECURE SERVER. We will  analyze these for you at no cost to you offering you a professional analysis of performance, risk and fees.
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. 
Here are some sample illustrations from the software
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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.