Resources
We believe knowledge is power. Explore our resources for tips, insights, and practical advice that can help you make smart choices on your financial journey. From articles on retirement strategies to guides on navigating annuities, we’ve got you covered.
Download Our Latest Guides
Stay up to date on the financial insights that matter. Download our latest guides for practical steps to take on your retirement journey.
6 END OF YEAR
Financial Strategies for 2024
Discover how to optimize your financial health and achieve long-term goals through essential year-end planning steps, covering everything from savings adjustments to insurance reviews and retirement strategy updates.
4 WAYS ANNUITIES
Could Help You Get More Out of Your Retirement
This guide highlights the potential of annuities to help strengthen your retirement by offering solutions for income stability, protection against market volatility, and tax benefits.
HOW TO OPTIMIZE SOCIAL SECURITY
to Help Maximize Your Benefits
This is a comprehensive guide for retirees and soon-to-be retirees on maximizing Social Security benefits by detailing strategies for timing, earnings, marital status, and medical cost planning.
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