BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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      • Social Security Webinar
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Social Security Webinar

SOCIAL SECUIRTY WEBINAR       (PREVIOUSLY RECORDED)
Claiming Social Security at The Wrong Age May Reduce Your Benefit by up to 57%!
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Receive a FREE GIFT just for attending the webinar. This will help you figure out the best options for your personal situation.
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Sample Report
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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.
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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
​
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