📞 (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 – 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 – Today more than ever, America’s professionals are overloaded with responsibilities and are expected to be “always on”. 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. It’s 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, we’ll focus on your goals, where you’re at currently in your retirement journey, your family, and how they play into your retirement goals. We’ll also discuss our firm’s methodology, history, and approach.
Document delivery
Once you feel comfortable moving forward with the complimentary analysis, you’ll 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, we’ll produce a comprehensive evaluation of your current situation and evaluate your financial planning.
Portfolio Analysis
Presentation In our second meeting, we’ll address any questions you’ve
had since we last met and then launch into the analysis.
It’s 2:00 a.m., and your adult child is being asked for a healthcare power of attorney after you have had a medical event. Documents seem
“Can I retire?” The answer is rarely a binary yes or no. Here are a few questions to evaluate as you think about your financial
Estate planning is a common topic we discuss with clients in Texas. Clients often ask us whether a trust is appropriate for their situation. The
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).