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600 S. Lake Ave Suite 200 Pasadena, CA 91106
Ph: 888-550-2617
CA. LIC # 0C22811
To help individuals in or near retirement grow, protect & preserve their assets. • Create a personal risk assessment
• Identify your particular needs & goals
• Implement a practical course of action
• Monitor & modify		 • Comfort that you won’t outlive your money
• Thoughtful legacy perspective

We specialize in financial planning for retirees and those about to retire.
We are here to provide you with the information to help you make the right decisions. We help our clients avoid mistakes that can drain their retirement savings.

Our goal is to take the mystery out of investing, preparing for retirement, managing risk and preserving your wealth.

Let us educate you about your alternatives and assist you in implementing the appropriate solutions so you can make the right decisions and get a good night's sleep every night!
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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.