Reviews

Debra Simmons

I met Kasey Byrd when he sponsored a seminar dinner invitation about a year ago on retirement planning of which I was about a year out from retiring. During the dinner I was so impressed with the enthusiasm kindness and joy that he and his wife showed for family, faith and business. I booked an appointment and met with Kasey last year. He takes a personal interest in you and your family needs. He’s very very patient and not pushy or high pressured. He listens carefully and takes great notes on your needs and your family situation .Not yet retired, I went to more dinner invitations during the year and talked with more advisors but always kept Kasey in mind. First impressions always win out and I was impressed with Kasey. Kasey also kept in touch . When I retired several months ago I surprised Kasey and popped into his office to say hello and I’m retired. We made an appointment and he designed plans that I’m very comfortable with entering into retirement .
Thank you Kasey

Nelson Ichter

To whom it may concern,

We would like to express our sincere appreciation and highly recommend the services of Planning by Design Financial and especially Mr. Kasey Byrd, who has played an exceptional role as our Financial Advisor.

During our time working with Mr. Byrd, we have been extremely impressed with his expertise, dedication, knowledge and strategic approach to our investments. With his professional expertise and insightful guidance, we have achieved a remarkable return on our investments a result that far exceeded our expectations.

In addition to his impressive financial results, Mr. Kasey has demonstrated a genuine commitment to our success, always explaining the options available to us in detail, promptly answering all of our questions and ensuring that our decisions are very well-informed.

We are extremely pleased with our partnership and feel very confident in recommending Mr. Byrd’s services to any individual or organization seeking a highly qualified, ethical and results-oriented financial advisor.

We thank Mr. Byrd for his significant contribution to our financial growth and look forward to continuing to rely on his expertise in the future.

Best regards,
Nelson and Janilda Ichter

Peggy Holt

I have had the opportunity to meet with Kasey Byrd three times and each time, he has conducted business with me in a professional, empathic and knowledgeable financial provider. After our first visit, I felt I could trust Kasey’s financial knowledge and subsequently engaged him to manage my retirement accounts. The office was very professional, well appointed and the customer service I experienced was prompt and served me extremely well. I came home and recommended the services of Kasey Byrd immediately to my family. I highly recommend him and the company he represents.

Deborah Toney

If you are looking for financial advisors with creative ideas and a fresh approach, we recommend Kasey Byrd and his team. They are professional, knowledgeable, friendly and approachable. He was very thorough in his review of our financial situation, asked great questions and most importantly, really listened to our goals and concerns. He has a network of people to call upon to help us address ancillary issues. He created a comprehensive plan to help us meet our goals and is implementing it in phases so that it isn’t overwhelming for us. We have a high level of confidence in his ability to guide us into a great retirement ​​​​​​​​

Rick and Patricia Hobart

My wife and I have been very pleased working with Kasey Byrd in Plano over the past few years. We believe him to be honest and trustworthy. We trust his wisdom and he has been loving and kind.
We will always gladly refer our friends and family and trust Kasey to take good care of their financial needs.

Jeffrey Hughes

Being new to DFW and knowing next to nothing about retirement planning, I needed trustworthy advice. I attended a course that Kasey routinely holds and was impressed with how it was delivered. I met with Kasey and explained my goals and what I had to work with. He developed a comprehensive and solid plan that will secure my future. I would recommend talking with Kasey.

Carla 
Brodigan

Kasey is truly a wonderful human being, I am not exaggerating, he listens to your wants and needs, and puts a plan together to help you achieve your goals. It does not matter if you're a big account or a small, he is there to help you get through Financial life and it's challenges in retirement. I highly recommend him, he is transparent, he's honest, his ethical, honestly he truly cares.

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Robert May

We would recommend Kasey to anyone. Kasey is a caring individual who is interested in your physical and spiritual well-being equally with your financial health. Kasey listens and give advice that one can take or leave without sales pressure.

Lee Arnold

Kasey helped me find the right retirement investment option for my situation. We had some obstacles to overcome from my previous "not so great" decisions, but he was always in close communication and extraordinarily helpful during the process. He's been patient in sharing his knowledge throughout. I highly recommend this company for retirement planning.

Jim Denison

Kasey Byrd has helped me with several financial questions and always responds quickly to my requests. I have some investments he manages for me that are doing well. I also put my parents trust money with him as well. I think he does a good job keeping my money safe from loss. I highly recommend.

Kevin Rich

I have had a great experience with Kasey he is always communicating with me and Tammy about our investment and any changes we need to make Kevin and Tammy