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We believe retirement should be more than just financial—it should be purposeful, peaceful, and guided by wisdom.

 

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 is designed to give you clarity, confidence, and a plan that honors your values and 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:

  • Reliable income you can’t outlive

  • Tax-smart withdrawal strategies

  • Healthcare and long-term care planning

  • 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

The information presented here is not specific to any individual's personal circumstances. Byrd Retirement Planning  does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. 

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable- we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. 

 

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Planning by Byrd Retirement Planning are independent of each other. Insurance products and services are not offered through BWA but are offered and sold by licensed and appointed agents of Byrd Retirement Planning. 

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