Retirement should be a journey filled with purpose and peace. At Byrd Retirement Plan in Plano, we walk alongside you with faith, integrity, and trusted financial guidance to help you steward what God has entrusted to you. Our personalized Retirement Blueprint provides clarity, confidence, and a plan tailored to honor your values and secure your future.
About
We believe retirement isn’t the end of the road — it’s the start of a
new chapter.
For us, it’s not just about how much you’ve saved — it’s about turning those savings into a strategy. One that gives you confidence, clarity, and control in every season of retirement.
That’s why we created the Retirement Blueprint — a personalized, step-by-step process that helps you make smart, intentional decisions across the areas that matter most:
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Reliable income you can’t outlive
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Tax-smart withdrawal strategies
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Healthcare and long-term care planning
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Estate and legacy preparation
Our mission is simple:
To take the guesswork out of retirement and replace it with a clear, actionable plan — so you can stop worrying about what’s next and start enjoying what’s now.
we walk with you every step of the way — from your first question to your final goal.
Because we believe retirement should feel like freedom — not uncertainty.
Retirement Income Planning
Tailored strategies to secure a stable income during retirement
Investment Management
Optimizing your investments for long-term growth
Tax Minimization Strategies
Strategic planning to minimize tax burden
Social Security & Medicare Guidance
Maximizing benefits from social security & medicare