Strategize for Retirement with a Personal Touch
At Jeff Byrd Financial, we believe retirement preparation shouldn’t feel like work. With decades of experience, Jeff brings a relaxed approach to building your financial future, whether that’s enjoying a little BBQ with family or beginning your next adventure. We’re here to help you navigate the complex stuff so you can enjoy the ride.
OUR MISSION
Jeff is here to help you secure a future where your hard-earned assets are protected, preserved, and continue to grow—whether you're already retired or preparing for it soon.
OUR PROCESS
Understand your unique risk tolerance, identify your goals and priorities, and create a personalized, actionable income strategy.
What type of services are you looking for?
Retirement Prep Done Right
Jeff takes a hands-on, no-nonsense approach to your financial life. It’s about creating a roadmap that works for your unique goals, so you can retire with confidence (and maybe even a little flair). Let’s get you set up for a future that feels as good living it as it does strategizing for it.
Let's Talk!
Have a question or comment? Let us know!
Call Us:
626-720-1568
Email:
jeffybyrdfinancial@gmail.com
Address:
600 S. Lake Ave.
Suite 200
Pasadena, CA 91106
Let's Talk!
Have a question or comment? Let us know!
Call Us:
626-720-1568
Email:
jeff@jeffbyrdfinancial.com
Address:
600 S. Lake Ave.
Suite 200
Pasadena, CA 91106
Jeff Byrd Financial, Incorporated, has agents licensed to solicit and sell life insurance and annuities in the following states only: AZ, CA, IL, MI, NM, OR, PA, TX.
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.
CA. LIC. #0C22811