EDUCATIONAL WEBINARS
Five Key Areas of Retirement
Take a moment to watch this online webinar where we go through the 5 KEY AREAS of Retirement Planning in greater detail. These are areas that can save you time and money over your lifetime. Learn how you can get a FREE book offer*.
This video is meant for educational purposes only. Please consult a trained advisor prior to implementing any strategy mentioned. We are not acting in the role of a legal, tax or investment advisor by presenting this information to you. This webinar is intended to provide you with concepts and ideas that you may not have known or perhaps have overlooked in retirement. If you would like more information, please contact our office for detail specifics and printed illustrations that meet the full disclosure requirement.
VIDEO CONTENTS
00:33​ - STEP 1
- Pension Max

04:41​ - STEP 2
- Investment THREE Bucket System

11:05​ - STEP 3
- Retirement Plan

13:17​ - STEP 4
-Tax Strategies

18:41​ - STEP 5
- Asset Protection

​22:09​ - Summary
BOOK YOUR MEETING AND RECEIVE A FREE BOOK*
Book a FREE 30 Minute Strategy Meeting  with us and receive this book  at no cost while supplies last*. This book contains valuable strategies that you will find very useful to your Retirement Planning Education.
We created an INSTANT DOWNLOAD where you can have the FIVE KEY STEPS to Retirement Planning at your fingertips.
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

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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.