Schedule a Meeting
We look forward to meeting with you either in person at our office or online. The choice is yours. We are here to accommodate your schedule. Simply click on the link that you prefer to access our calendar or call our office and we will set up the meeting for you.
We look forward to meeting with you either in person at our office or online. The choice is yours. We are here to accommodate your schedule. Simply click on the link that you prefer to access our calendar or call our office and we will set up the meeting for you.
What kind of meeting would you like?
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New to Birdseye
We offer many types of products and services for your benefit, so let us know what you need. 
Initial Consultation
(Insurance - Investments - Planning) Medicare Specific Consultation
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Existing Clients
Thank you for being a loyal client. Please choose the type of meeting you need. Retirement Planning
(Insurance - Investments - Planning) Medicare Specific Meeting
For Annual Enrollment (Oct 15th - Dec 7th) Click Here Annual Policy Review
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Please use a tablet or computer for the meeting so that you can see our computer screen much easier then on a phone. For more information, click on ONLINE MEETINGS?
If you prefer to contact our office, please call (360) 722-7889
