IT IS TIME FOR YOUR ANNUAL REVIEW
The importance of an annual review is meant to keep you informed about the products you own, how they work, perform and what your options are. In addition, we take this time to update your Retirement Analysis. This is the software we have used to project out your Retirement portfolio. This is a great tool for your peace of mind.
Let's Get Started...
BOOK YOUR APPOINTMENT
We make setting an appointment with us simple. You can click the link and choose your option that works best. We have found that ONLINE meetings work great and you can stay in the comfort of your home, but the choice is yours. If you prefer, you may call our office or send us an email to schedule your time. |
YOU MAY UPDATE YOUR RETIREMENT ANALYSIS (OPTIONAL)
As you know a retirement plan is one of the best tools for keeping yourself on track for Retirement. Our unique software is available to you to log into anytime you wish. You can even store your important documents safely and securely for your access in the future. RETIREMENT ANALYSIS LOGIN
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If you do not have a client portal login, you may create a new analysis here or perhaps just call our office to verify.
Office 360-722-7889 |
IF YOU HAVE INVESTMENT STATEMENTS...
If you have investment statements from your job, broker or another location, you may send us the most recent statements so we can update your Retirement Analysis and run a current RISK and FEE Analysis. Just download your statement to your computer from your online account and upload these files to our secure website. |
Corbin Lindsey
Financial Advisor Birdseye Financial 360-722-7889 (Phone) 425-280-9169 (Cell) 425-412-6865 (Fax) www.birdseyefinancial.com [email protected] |