đ (832) 835-6403
Leverage our experience from past down markets to help you understand and meet your financial planning goals.
Please select a time slot that works best for you in the calendar below. You should receive an email confirmation once appointment is scheduled. If you have any difficulties, please call the following phone number: 832-835-6403
Mr. Byrd has more than 31 years of experience in financial advisory services. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations, as well being an Accredited Investment Fiduciary.
Mr. Byrd graduated from Baylor University in 2016 with degrees in Real Estate and Entrepreneurship and holds the Series 65 License.
Business Owners â Some of our earliest clients, stretching back to the late 1980s, were business owners. We find our focus on advanced planning is a great fit for the complex needs of business owners and their families.
Professionals â Today more than ever, Americaâs professionals are overloaded with responsibilities and are expected to be âalways onâ. Many professionals have found that leaving the management of their retirement funds to someone who focuses on providing that service can be an advantageous move. Doctors, engineers and university faculty members all form part of our significant professional clientele.
Market valuations, inflation, liquidity, market composition, leading economic data. We evaluate all of this information in helping our clients build portfolios to fit their needs.
Over the past 30+ years we have helped countless clients retire and from this experience know the challenges that pre- and post-retirees face. Retirement planning is more than hitting a target number. Itâs about the human element: your life situation, family, goals and desires all play a crucial role in determining the right approach to your retirement.
Discovery meeting
In this meeting, weâll focus on your goals, where youâre at currently in your retirement journey, your family, and how they play into your retirement goals. Weâll also discuss our firmâs methodology, history, and approach.
Document delivery
Once you feel comfortable moving forward with the complimentary analysis, youâll be able to send your statements, and personal information through a secure file upload link.
– 401(k) statement
– 403(b) statement
– IRA statement
– Pension benefit statement
– Social Security benefit dollar amount
Portfolio Analysis Production
Once the required documents are received, weâll produce a comprehensive evaluation of your current situation and evaluate your financial planning.
Portfolio Analysis
Presentation In our second meeting, weâll address any questions youâve
had since we last met and then launch into the analysis.
âIâm 60 and plan to retire in 7 years. Feel like I have a good handle on it all, should have about 1.2 million in
A few years ago, I was talking with a friend about going to receive a physical. He informed me that he would also like to
If you’ve been investing for any period of time, you’ve likely come across two popular investment options: exchange-traded funds (ETFs) and mutual funds. Both give
Investment advisory services offered through M.C. Byrd Wealth Management.
We are licensed to sell insurance products in the following states of:
Louisiana (LA), Texas (TX).
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