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,... read full review
September 2025
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... read full review
April 2025
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
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,... read full review
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... 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