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Stop Worrying, Start Planning: Take The First Step To Build Your Financial Plan

In a recent survey, 63% of retirees wished they had done more planning before retirement.

If you’re like many retirement investors, you’ve wondered: 

  • if you’ll have enough to live comfortably
  • how much you’ll need to contribute 
  • whether your portfolios are too risky or not risky enough
  • how long your savings will last
  • whether inflation will erode your purchasing power
  • whether you need to save for long-term care

Unfortunately, many are reticent to plan because they feel like: 

  • they feel like they’ll have to talk to a salesperson who might prioritize their agenda over yours
  • everyone seems to give conflicting advice
Begin Discovery

Feeling overwhelmed and unsure about your financial future in retirement?

Worse, you feel like…

  • You have to talk to a salesperson who might prioritize their agenda over yours.
  • Everyone seems to give conflicting advice
  • Wondering if you’ll have enough to live comfortably?
  • Unsure how much to contribute to reach your goals?
  • Worried about your investments being too risky?
  • Feeling lost about how long your savings will last?
  • Concerned about inflation eroding your purchasing power?
  • Dreading the possibility of needing long-term care?

The Solution: Our Independent, No-Obligation Retirement Income Analysis.

What You’ll Get:

  • A Personalized Retirement Income Blueprint:
    • Identify your dream retirement lifestyle.
    • Analyze potential income sources (Social Security, pensions, investments).
    • Model various scenarios to see how your income might last.
    • Explore strategies to maximize your retirement income.
  • Peace of mind: Knowing you’re on track for a secure and comfortable retirement.
  • Clarity: Understand your options and make informed decisions with confidence.

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: 979-865-0660 ext. 204.

The most important thing is to be able to prioritize and do the important things first.

The M.C. Byrd Wealth Management Solution

Tired of generic retirement advice that doesn’t address your unique needs? At M.C. Byrd Wealth Management, we take a personalized approach to planning your golden years. Our Retirement Income Analysis goes beyond simple calculators and projections. We delve into your specific financial situation, including income sources, investments, and lifestyle goals. Through collaborative discussions, we’ll craft a Retirement Income Blueprint that outlines:

  • Sustainable Income Strategies: Discover how to maximize your Social Security, pensions, and investments to create a reliable income stream throughout retirement.
  • Risk-Adjusted Portfolio Review: We’ll analyze your current investments to ensure they align with your risk tolerance and retirement timeline.
  • Inflation Protection Strategies: Learn how to safeguard your purchasing power against rising costs of living.
  • Long-Term Care Planning: We’ll explore options to address potential long-term care needs without jeopardizing your retirement savings.

Tired of Sales Pitches? Unlike some financial advisors, as an RIA, we have a fiduciary obligation to act in the best interests of our clients. We receive no commissions on investment recommendations, ensuring our advice remains objective and unbiased. Our fee-based structure provides complete transparency into our costs.

With over 30 years of experience, we’ve helped countless Texans navigate the complexities of retirement planning. We understand the full retirement lifecycle and can guide you through the pitfalls that so many retirees face.

Don’t Settle For Cookie-Cutter Advice: Get a Retirement Income Blueprint designed specifically for your financial journey. Schedule a complimentary 15-minute conversation using the calendar link above. 

Disclaimer

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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Contact Us

M.C. Byrd Wealth Management

18 N Harris St, Bellville, TX 77418, United States

(979) 865-0660

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