Welcome to Birdseye Financial
Are you ready for Retirement?
What does Retirement look like to you? What are your plans for enjoying the rest of your life? Do you have a customized Retirement Plan? How will you navigate market risk investments and insurance-based products? Are your advisors addressing Taxes in retirement or how to handle your estate in regards to medical, legacy, and asset protection concerns?
Hello, my name is Corbin Lindsey, the owner of Birdseye Financial located in Marysville, WA. Since 2002, I have helped hundreds of clients retire with peace of mind knowing their on target for reaching their goals, while addressing their concerns. This is ONLY achieved with building long-lasting relationships focused on financial analysis, education, implementing proven strategies, and having access to both the top insurance companies and a Fiduciary team with Institutional-grade investments.
If you have a broker, a banker, or a plan from work, chances are more than likely that you have not experienced the stunning level of service and expertise we offer.
Our planning is offered at no cost and offers a focus on areas of importance:
Our process is simple and straight forward. We begin with a 15 to 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.
WHY A FREE RETIREMENT ANALYSIS?
We believe good decisions come from informed clients. We start with an analysis of existing your 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.
Prior to booking an appointment with our office, please complete our simple Client Questionnaire. Then either book an appointment online or call / email our office for a time convenient for you. We look forward to meeting with you soon.
BIRDSEYE FINANCIAL DISCLOSURE
Tax and Legal Disclosure
Birdseye Financial, Corbin Lindsey and any associate affiliated with Birdseye Financial, does not offer tax or legal advice. We provide strategies for educational purposes only. You should consult your tax or legal professional for complete information regarding any tax and legal matters.
The information listed on this website and on any document from Birdseye Financial that is provided by Birdseye or by a third party has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Birdseye Financial. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributors shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this information.
All items on this website are not to be considered a recommendation to purchase or to sell an insurance or investment holding. No insurance company has endorsed or reviewed this website content. Before purchasing any type of insurance and/or investment product, it is important that you do your own due diligence, and that you consult a properly licensed professional if you should have any specific questions that relate to your individual situation. All of the names, marks, and materials that were used within this website are the property of their respective owners.
We are NOT affiliated with the U.S. Government or Federal Medicare Program
And as always, it’s important to keep in mind that past performance is definitely no guarantee of the future results that you’ll receive in most any financial vehicle.
Should you complete an online form of any type, you are agreeing to be contacted by Birdseye Financial or one of our referral partners.