Watters Creek Wealth Management - Ameriprise Financial Services, LLC
“I will be recommending Watters Creek Wealth Management to all my friends and family. Julia has been extremely thorough and helpful, even going above and beyond for me.”
Financial Planners near Allen
Financial Planners near Allen picked by BestProsInTown
Planning by Design Financial
“Working with Kasey Byrd at Planning by Design Financial has been one of the best decisions my wife and I made for our retirement planning.
We first met Kasey through one of his retirement seminars held at the Frisco Public library. From that very first interaction, what stood out was not only his deep knowledge of retirement strategies, but also the warmth, enthusiasm, and sincerity he and his wife bring to everything they do. His focus on family, faith, and integrity is evident, and it carries over into how he treats his clients.
What truly sets Kasey apart is how personal the entire process feels. He takes time to listen carefully, asks thoughtful questions, and keeps detailed notes to fully understand your unique situation. There is never any pressure or high-pressure sales tactics—just patient, thorough explanations of your options so you can make informed and confident decisions. He clearly puts his clients first.
Beyond his expertise, Kasey is professional, responsive, and genuinely caring. His office environment is welcoming, and his customer service is prompt and attentive. If you are preparing for retirement or simply want a thorough review of your financial strategy, we highly recommend meeting with Kasey. You’ll receive honest guidance, clear education, and a plan tailored specifically to your needs. We are confident in our future because of his leadership and look forward to continuing to work with him for years to come.
Raquel and Juan M. Huidor”
Pathways Retirement Advisors
“Working with the team has been a dream come true. They found whole in our existing plans and made it to where I could retire early, making the retirement revenue I thought I would have to wait 4 more years to earn.”
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