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. |
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What Goals are you Trying to Achieve?
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? |
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.
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.
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WHERE WE SPECIALIZE
We begin with a 30-minute phone conversation to discuss your goals and concerns. 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!!! Vertical Divider
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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?
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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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