About Planning by Design Financial
Reviews for Planning by Design Financial
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Monday: 9AM - 6PM
Tuesday: 9AM - 6PM
Wednesday: 9AM - 6PM
Thursday: 9AM - 6PM
Friday: 9AM - 6PM
Saturday: ClosedSunday: Closed
Planning by Design Financial is known for its reliable and professional financial advice. Kasey, a caring and knowledgeable financial advisor, tailors plans to meet individual client needs. He prioritizes client well-being, addressing both financial and personal goals. Clients appreciate his educational approach and the absence of sales pressure, making them feel comfortable with the advice provided. Many recommend Kasey for anyone seeking assistance in retirement planning and financial management.
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...read full review
I met Kasey Byrd when he sponsored a seminar dinner invitation about a year ago on retirement planning of which I was about a year out from retiring. During the dinner I was so impressed with the enthusiasm kindness and joy that he and his wife showed for family, faith and business. I booked an appointment and met with Kasey last year. He takes a personal interest in you and your family needs. He’s very very patient and not pushy or high pressured. He listens carefully and takes great notes on your needs and your family situation .Not yet retired, I went to more dinner invitations during the year and talked with more advisors but always kept Kasey in mind. First impressions...read full review
To whom it may concern,
We would like to express our sincere appreciation and highly recommend the services of Planning by Design Financial and especially Mr. Kasey Byrd, who has played an exceptional role as our Financial Advisor.
During our time working with Mr. Byrd, we have been extremely impressed with his expertise, dedication, knowledge and strategic approach to our investments. With his professional expertise and insightful guidance, we have achieved a remarkable return on our investments a result that far exceeded our expectations.
In addition to his impressive financial results, Mr. Kasey has demonstrated a genuine commitment to our success,...read full review