BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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      • RA Sample
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      • Social Security Webinar
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        • 2024 PEBB Retiree Guide
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      • Dead Doctors Don't Lie
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    • Free Consultation
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Welcome to Birdseye Financial...

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Our proven planning process is designed to help you navigate your retirement with the help of a discovery session, a customized retirement plan followed by a strategy session. If you like what we suggest, then we help you implement the plan. We then follow-up to make sure you remain on track while you enjoy doing what you want most with your time.
We do not charge a fee for this process.

Let's plan your journey in life...

START NOW
What Goals are you Trying to Achieve?
  • Consistent retirement income
  • Protection against Market Volatility
  • Protection against taxes
  • Protection against Inflation
  • Preservation of capital
  • Leaving Legacy and Estate
Retirement Questions to ask Yourself...
- When can I Safely Retire from my job?
- How much income will I receive in Retirement?
​- How do I guarantee my income for life?

- How can I manage money during a volatile market?
- How do I implement a tax strategy?
- How do I protect my assets from medical bills?
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Corbin Lindsey
Financial Advisor
Birdseye Financial
360-722-7889
A PROVEN PLAN PROVIDES PEACE OF MIND
​When you visit a doctor, you expect them to use both their years of experience and the proper tools to diagnose your situation. Once they have found any issue, they educate and prescribe the action steps. ​We believe this process works for retirement planning.
WHERE WE SPECIALIZE
  • Retirement Planning
  • Income Planning
  • Social Security Planning
  • Pension Maximizing Planning
  • Tax Strategies
  • Safe Growth Strategies
  • Risk Growth Strategies
  • Estate Planning
  • Legacy Planning​

We begin with a 30-minute phone conversation to discuss your goals and concerns.

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If we both decide that we are a good fit, then we take the next step and prepare to create a personalized Retirement Analysis at no cost to you.

Let's get connected!!!
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WHY A FREE RETIREMENT ANALYSIS?
We believe good decisions come from informed clients. We start with an analysis of your existing portfolio. We discuss the concerns that you may have. We educate you on how to improve your portfolio. We discuss proven strategies that could help you enjoy your retirement with with less stress.

We believe your retirement is important!
Many clients have come to us with portfolios that contain too much risk or products that do not help them. Often we find clients paying fees that are too high or not currently implementing the proven strategies that could help them reduce risk, increase rate of return or offer them a safety net.
​If we both decide that we are a good fit, then we take the next step and prepare a personalized Retirement Analysis at no cost to you. This is perhaps what makes us different from others in our industry. We believe planning and education are keys to your success!
HOW DO WE BEGIN THIS PROCESS OF HELPING YOU?
First, just like a doctors office, we will ask you to complete this Online Client Questionnaire where you will be asked to share with us a snapshot of your main goals, concerns, dreams and basic contact information so we can reach you back.

Than after you complete the questionnaire, you can schedule an appointment with us (Phone, Online or office) right on our calendar or call our office at (360) 722-7889 and schedule over the phone.

We look forward to speaking with you soon.
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We are experts on Retirement and Tax Planning Strategies.

​Schedule a Discovery Call with us!!!

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We appreciate your Online Review!
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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
Agent Networking Meeting
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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 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.

PRIVACY POLICY       OPT-IN PROCESS
  • Home
  • About
    • Who We Are >
      • Explore More
    • Corbin Lindsey, Advisor
    • Our Reviews
    • Get Started
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Sequence of Returns
    • Volatility Buffer >
      • Volatility Buffer Webinar
    • Tax Strategies >
      • Tax Free Income
      • RMD Calculator
      • IRA RMD RULES
      • ROTH IRA
      • ROTH Conversion
      • Tax Declassified Webinar
      • Qualified Charitable Donation
      • Business Tax Credit
    • Inflation Impact
    • Educational Videos >
      • Documentaries
      • Educational Webinars >
        • Taxes Declassified
        • Top 10 IRA Mistakes
        • Taxes in Retirement
        • 3 Economic Strategies
        • Five Key Areas of Retirement
    • Recommendations >
      • ROTH Conversions
      • Volatility Buffer
      • Tax-Free Income
      • Wealth Transfer
    • Premium Finance
  • Planning
    • Retirement Analysis >
      • RA Sample
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management >
      • Questionnaire
    • Estate Planning
    • Federal Benefits >
      • Federal Benefit Kit
    • WA Retirement Systems
    • Boeing Retirement >
      • Boeing Webinar
      • Boeing Download
      • Boeing Calendar
      • Boeing Retirement
    • Business Planning >
      • Tax Free Multiplier
      • Business Tax Credit >
        • Resources
      • Employee Retention Tax Credit
      • Research & Development Tax Credit
  • Insurance
    • Annuities >
      • Annuity Resources
      • Market Index Links
      • Annuity Report
      • Annuity Reviews
    • Medicare >
      • Medicare Questionnaire
      • Medicare Clients
      • Medicare Plan Compare
      • Medical Networks
      • Medicaid Info
      • PEBB Benefits >
        • 2024 PEBB Retiree Guide
      • Medicare A&B
      • Medicare Rules
      • Medicare Meetings
      • Medicare Education
    • Long-Term Care
    • Life Insurance >
      • Multi-Generational
      • Premium Finance
      • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Market Simulations
    • Required Minimum Dist (RMD Calculator)
    • Interest Types
    • Calculators
    • Professional Referrals >
      • Dead Doctors Don't Lie
    • Bankrate Interest Rates
    • Rate of Return Calculations
    • Zillow Home Value
    • Credit Info
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
    • Secure Upload
    • Retirement Analysis (initial)
    • Retirement Software Client Portal
    • New Application
    • Application Process
    • Beneficiary Form
    • Client Resources
    • Phone App
    • Rate our Service
    • Refer a Friend