About Us We specialize in working with retirees, and those about to retire. We help our clients avoid mistakes that can drain retirement savings. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you. Our Mission Help you select the proper asset allocation for you, your family and your heirs. Customize a program to your individual needs. Provide you with safe, secure, investment opportunities. Make all information easy-to-follow, in real words you can understand. Treat you with the dignity you deserve, while always earning your respect. Our Founder Jeff Byrd - "Helping People Create the Life They Want to Live" Mr. Byrd is the founder of Jeff Byrd Financial. He founded this organization to help people create the life they want to live. His sound conservative guidance and tax saving strategies, as well as his extreme knowledge of the financial issues facing retirees today gives him the ability to speak and educate at seminars on a frequent basis. Several years ago, Jeff decided to devote his career to helping retirees with estate planning and related financial issues. As an informative and engaging presenter, Jeff has encouraged thousands just like you to learn how their money works, has given seminars throughout Southern California, and teaches easy techniques to help his clients enjoy their retirement years without worries. Jeff has a passion to help retirees maximize their future.