Financial Prep with Personality

Retirement Strategies in Greater Pasadena, CA

Here’s what you get when you work with us: a solid financial strategy that is as unique as your favorite recipe. Jeff and his team take the time to understand your dreams, goals, and even the things you don’t like to talk about—your future deserves nothing less.

How Jeff Byrd Financial Can Help

We offer a variety of income and retirement strategies in the greater Pasadena, CA area. When we begin working with a new client, we make sure to cover all bases by developing retirement income strategies that covers retirement concerns and risks.

Click or tap below to learn more about our financial services.

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Income Strategy

Ready to know how much you’ll need to keep enjoying life? We’ll help you create a strategy that makes sense, so you can relax in retirement.

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Tax Reduction Strategies

We know taxes can be tricky. That’s why we craft financial strategies to help you keep more of what you earn.

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Retirement Income Strategies

Let’s make sure retirement is a time to thrive, whether you’re thinking of travel, grandkids, or both. We will help you increase your understanding of the common retirement components:

  • Social Security
  • Traditional IRA
  • Inherited IRA
  • Roth IRA
  • IRA Rollovers and Transfers
  • 401(k)
  • 403(k)
  • Qualified Retirement Plans
  • SIMPLE
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Legacy & Estate Preparation

Leave behind more than memories. We’ll help set up your legacy to reflect what matters most to you. We can help you assess your current estate, value and illustrate how much will pass to your heirs and how much will pass to the government, and we can develop a retirement design based on what you wish to accomplish.


Our legacy and estate preparation services include:

  • Estate Preservation
  • Estate Cost Analysis
  • Charitable & Gift Giving
  • Tax Savings
  • Multi-generational Wealth Transfer