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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.
• Help you select the proper asset allocation for you, your family & 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.

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.
 
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600 S. Lake Ave Suite 200 Pasadena, CA 91106 Ph: 888-550-2617 CA. LIC # 0C22811

Jeff Byrd Financial, Incorporated, has agents licensed to solicit and sell life insurance and annuities in the following states only: CA, AZ, PA, OH.
We are not able to discuss or sell life insurance or annuities to individuals or entities who reside outside of these states.

* Annuities are contracts between you and an insurance company. Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer.
**Annuity riders may be available for an additional annual premium that may provide additional benefits and income guarantees.

Your financial professional is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. You should consult legal or tax professional on any such matters. For guidance on your securities holdings, please consult with a broker/dealer representative or registered investment advisor.