SOCIAL SECUIRTY WEBINAR       (PREVIOUSLY RECORDED)
Claiming Social Security at The Wrong Age May Reduce Your Benefit by up to 57%!
Receive a FREE GIFT just for attending the webinar. This will help you figure out the best options for your personal situation.
In these uncertain times certain strategies become essential...
  • How to help avoid personal disaster in the face of wild market dips
  • Avoiding a health care financial calamity with elevated health risks
  • 3 timeless techniques to more stable income amid global disruption
  • Optimize your Social Security income to help secure your income base
  • Strategies to help prevent taxes from taking 30% of your savings
  • How the decisions and policies of the current administration may impact your retirement income
  • How to help reduce taxation on your Social Security after you start receiving your benefits
  • How two special claiming strategies may increase your total benefits
  • How married couples can help avoid missing out on substantial benefits
  • How to receive benefits from an ex-spouse
​These are just a few things covered in this brand-new and timely ONLINE presentation.

Note: This is not light entertainment. This is a 40-minute interactive presentation that is packed with facts about our economy and social security that directly impact all citizens and will be shocking to learn for many.
One of the questions we hear most often from attendees is:
"Why haven't I heard this before?"

And you may NOT be happy to hear the answer...

You will discover the 3 critical foundation elements of a retirement plan that is immunized from global events that are out of our control.

In this ground-breaking college-level class, attended by thousands all over the country, we are opening eyes and shocking audiences with information like:
  • Your Social Security is taxable, unless you do one simple thing
  • You can help reduce your tax rate in retirement like never before in your life
  • 3 ways to convert your savings into a tax-free, life-long income.

​If there are significant savings you have diligently built over the years, don't miss this opportunity to discover these little known facts and help prepare yourself for the years ahead.
We are experts on Retirement and Tax Planning Strategies.

​Schedule a Discovery Call with us!!!
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
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 Simplicity 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.