Financial Planners in Plano

“Adam Stewart provided thorough and professional services relating to our trust and most important financial advice regarding our annuity.“

“I first met Kasey Byrd in Dallas when he hosted a seminar dinner on retirement planning. At the time, I was still working but beginning to seriously think about retirement. I was impressed not only with his knowledge, but also with the warmth, enthusiasm, and sincerity that he and his wife showed for family, faith, and business. About a year later, after moving to San Antonio, I decided to reconnect with Kasey and have him become my financial advisor.

What stood out most was how personal he makes the process—he takes the time to really listen, takes detailed notes, and makes sure he understands your family’s specific situation and needs. He never pressures or pushes, and he’s incredibly patient in explaining all the options. Over the course of my planning, I had spoken with other advisors, but I always remembered that first impression with Kasey, and he continued to keep in touch.

Now that I’m close to being retired, I couldn’t be more confident in my decision. Kasey designed a retirement plan that I feel very comfortable with, and I trust his guidance moving forward. Choosing him as my advisor was the right choice, and I would highly recommend him to anyone preparing for retirement.“

“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.“

“Peak American gave me sage advice regarding my investment strategy and has helped me put my money to work! Their advisors give you their full, personalized attention, and they made me feel like my goals were extremely important to them. They're a smaller, boutique firm that can offer amazing service because they're specialized and they don't pander to the general public. I like being a part of "America's over-achievers." I'd recommend Peak American to my friends and family! <3“

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“Great financial planner Would recommend to anyone serious about their financial future“

“I recently had the pleasure of working with SurelyNow team (Smita, Jenny and Nik) to remove my policy and could not be happier with the service I received. From start to end they demonstrated professionalism, expertise, and genuine care of my needs making the entire process smooth and straightforward. Their knowledge of insurance policies was impressive and I felt confident in their guidance throughout the process.I highly recommend SurelyNow to anyone seeking insurance assistance.Thank you SurelyNow Team for your outstanding support and professionalism!“

“I would definitely recommend working for this company now I had started probably about maybe 3 days ago but I will have to tell you that it is a very great atmosphere to work for the people are great the environment's Great I mean everybody is very willing to help nice. I really look forward to seeing the opportunities that I have here“

“Owen and Taylor Stewart are two of the kindest individuals I have had the pleasure to do business with. Their commitment to their clients needs is unprecedented as is their professionalism. I highly recommend them to anyone who is seeking financial advise or other services and they will make sure to direct to the right people.“

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