BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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    • Who We Are
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    • Rule of 100
    • Tax Strategies >
      • RMD Calculator
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      • Social Security Webinar
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    • Risk Analysis and Investments
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      • Federal Benefit Kit
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      • Research & Development Tax Credit
      • Employee Retention Tax Credit
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    • Annuities
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      • Medicare Questionnaire
      • Medicare Networks
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    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Documentaries
    • Market Index Links
    • Required Minimum Dist (RMD Calculator)
    • Calculators
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    • Bankrate Interest Rates
    • Zillow Home Value
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    • Free Consultation
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    • Online Meeting
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RECEIVE A FREE RISK ANALYSIS...

SAMPLE RISK ANALYSIS
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You may upload your documents today. Please be sure to schedule your appointment with us too.
Fiduciary Platform
How are your Invesetments?
What makes a good Investment?
  • Rate of Return
  • Level of Risk
  • Amount of Fees
  • Market Volatility

First, we begin with your investment statements where we begin to analyze the overall health of the investments and we send you a personal link where we measure your level of comfort with risk of the marketplace. 

Second, we show what your current portfolio risk, fees and potential growth (risk and reward) results. Often when we first meet with a client, we find the RISK of a clients' portfolio is HIGHER then expected and the client was unaware. 

Third, we discuss with you strategies of how to reduce fees and potential risk while maintaining the overall rate of return. We believe education of risk and reward, fee structure, and probability of future returns is essential.


Request your analysis today by sending us your current Investment Statements with our SECURE UPLOAD link.  Once received, we will send you a Risk Assessment Link to complete...
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Financial Markets by TradingView
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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. However, we often refer our clients over to a licensed investment advisor for any investment advice our clients need. A company we work with is LifePro Asset Management
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Dimensional Website
Dimensional Brochure
​Our Mission
Secure Investment Management (SIM) is an independently owned, SEC Registered investment advisory firm that has core values centered on integrity and trust. It’s our mission to help you succeed with a financially secure and enjoyable retirement.

We aim to help you achieve your financial goals with minimal risk and volatility, and we strive for your experience with us to be enjoyable, comfortable and profitable. It’s our calling to thoroughly educate you about your options and to help you choose what’s best for you. Our team of advisors and portfolio managers are experienced, skilled, well educated and ethical.

It’s All About You
Getting to know you is our most important goal. Our team is trained to listen first. We want to understand your financial goals, thresholds for risk and even what you like to do in your spare time. After all, how can we effectively manage your money if we don’t know you?
​Brokers vs Fiduciaries
What is the Difference???
Investors mistakenly believe that brokers are required to put their clients' interests first. They are not. ​Brokers are ultimately salespeople who are generally compensated by commission, or a production based bonus, and whose primary loyalty is to their employers.
​

A fiduciary is a person or legal entity, that has the power and responsibility of acting for another in situations requiring total trust, good faith and honesty. The fiduciary duty is the highest standard of care. It entails always acting in the beneficiary's best interest, even if doing so is contrary to their own interest. For a financial advisor, this may mean recommending a product that results in reduced or no compensation because it's the best option for the client.
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We appreciate your Online Review!
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Resource Page
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Vendor Bookings

Birdseye Financial Inc
136 Hillside Dr E
Burleson, TX 76028
Phone # 360-722-7889
Fax #425-412-6865
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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)

State Licenses

​LICENSES: AZ #7101306, CA #4140429, FL #W825259, ID #863617, MA #2176921, OK #3001663224, OR #7101306, TX #2695866, WA #190780

This calculator is designed to be information and educational tool only, and when used alone, do not constitute investment advice. We strongly recommend that you seek the advice of a financial services professional before making any type of investment. We also encourage you to review your insurance and investment strategy periodically as your financial circumstances change.

This report is for illustration purposes only. PAST PERFORMANCE IS BASED ON HYPOTETHICAL HISTORICAL DATA AND IS NO GUARANTEE OF FUTURE RESULTS OR INTENDED TO PREDICT ACTUAL PERFORMANCE. ACTUAL INTEREST CREDITING RESTULTS WILL VARY BASED ON MARKET CONDITIONS< INDEX ALLOCATIONS< AND INTEREST CAP RATE / SPREADS / PARTICIPATION RATES. The use of different time periods and amounts will vary results.

S&P 500 and S&P are registered trademarks of Standard and Poor's Financial Services LLC. No annuity or financial product discussed herein is not sponsored, endorsed, sold, or promoted by Standard and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates, and non of the Stand and Poor's Financial Services LLC, S&P Down Jones Indices LLC, or their affiliates makes any representation regarding the advisability of purchasing an insurance or financial product.

  • Home
  • About
    • Welcome to Birdseye
    • Who We Are
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Sequence of Returns
    • Rule of 100
    • Tax Strategies >
      • RMD Calculator
      • IRA RMD RULES
      • ROTH IRA
      • Qualified Charitable Donation
      • Business Tax Credit
    • Inflation Impact
    • Educational Webinars >
      • Taxes in Retirement
      • 3 Economic Strategies
      • Five Key Areas of Retirement
    • Online Education
    • Institute of Financial Wellness
  • Planning
    • Retirement Analysis
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management
    • Federal Benefits >
      • Federal Benefit Kit
    • Business Tax Credit >
      • Research & Development Tax Credit
      • Employee Retention Tax Credit
      • Resources
  • Insurance
    • Annuities
    • Medicare >
      • Medicare Questionnaire
      • Medicare Networks
      • Medicare Clients
      • Medicare Rules
    • Long-Term Care
    • Life Insurance
    • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Documentaries
    • Market Index Links
    • Required Minimum Dist (RMD Calculator)
    • Calculators
    • Professional Referrals
    • Bankrate Interest Rates
    • Zillow Home Value
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
    • Secure Upload
    • Retirement Analysis
    • Application
    • Retirement Portal
    • Rate our Service
    • Refer a Friend