Financial Planners in Plano

“Professinal and polite staff, Knowledgable, people oriented, very helpfull, customer comes first“

“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“

“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“

“Hill Financial Group Inc., has provided key insights into my finances while maintaining a very personal touch. Sometimes, discussing finances can extremely daunting, but through their process they were able to make the process understandable and navigable.“

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

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“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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“These guys are great and know what they are talking about. I recommend them to anyone looking for professional, hands on advice. Thanks RLC!“