5 /5 Luis Baez: 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.