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Birdseye Financial Overview
Birdseye Financial was founded by Corbin Lindsey in 2002. Corbin began his career by working with retirees and taking care of their insurance needs and long-term care needs. After watching many families and business suffer from losses in the market, unforeseen medical bills and assets being forfeited to pay for their long term health care needs, Corbin began to better educate himself on different ways to help his client's protect their investments and financial needs. Corbin's goal is to help preserve and protect his clients' assets, and help them build and protect their retirement future.
Committed to educating our clients
That's why at Birdseye Financial we are committed to educating our clients on the issues that are important to their specific needs. We take our clients needs and concerns into account and offer them alternatives for action steps that best fit their situations. We hope to establish a long and trusted relationship with our clients along this journey throughout their lives.
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ABOUT BIRDSEYE FINANCIAL
Corbin Lindsey established BIRDSEYE FINANCIAL back in 2005. Helping our clients to achieve their financial goals through "THE Retirement Analysis" which is a comprehensive solution based planning process that allows individuals and business owners to evaluate their current situation, how it is working and what needs to be adjusted so that they can align themselves with their strategic goals and objectives.
With a focus on his clients long-term needs, utilizing Insurance and Investments through a planning process, Corbin has helped his clients receive a guaranteed income while they increase assets and retire with peace of mind.
Corbin had started his Financial Services career back in 2002 as a captive agent licensed as both an insurance agent and an investment broker. After three years, Corbin went independent with his own office in order to better better serve his growing clients needs. With a very deep knowledge of both insurance and investments, Corbin realized that many clients needed more than product, they needed planning to a deeper level. Today, he offers Retirement Planning, Income Planning, Estate Planning, Tax Strategies, Wealth Transfer and Business Planning. He finds it gratifying to help navigate the confusing field of financial services with his clients, allowing them to see the light at the end of the tunnel and enjoy life along the way.
The focus for Corbin's practice has been to help those clients in and near retirement who want to plan for and manage their assets throughout retirement. We put a focus on safety of principal, tax strategies and inflation. We look out for concern many share of not running out of money. Income Planning is a huge concern for our clients and why we have helped hundreds of clients over the years achieve the results they have worked so hard for....
ABOUT CORBIN LINDSEY
On a personal note, Corbin married to his beautiful bride, Tiffany, on May of 2000. He is the father of three kids (Micah, Levi, and Joshua). His favorite activities are spending time with family. He loves to camp, snow ski, go to the theater to watch a theatrical play. Corbin achieved the rank of Eagle Scout back in 1986 and attended De Anza College with a major in Business Marketing and a minor in Theater.
Corbin loves to serve God and share his faith in Jesus Christ. He invites you to take a fresh look at God in the bible and discover the amazing Love that he has for you. Corbin is active in a Men's Ministry called H.U.G.E. Men of God. He believes that planning is important, both financially and spiritually...
WHAT IS THE GREATEST INVESTMENT YOU CAN MAKE?
WORD OF MOUTH
We strive to meet the needs of all of our clients needs. When our clients feel the trust and relationship that we offer to them, it always results in referrals to others they know that need our services too. We value that trust. We thank you in advance...