Planning by Design Financial

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Juan Huidor

via Google

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

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Elijah Byrd

via Google

Kasey Byrd is my cuzin so that's it

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Luis Baez

via Google

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.

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debra Simmons

via Google

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 always win out and I was impressed with Kasey. Kasey also kept in touch . When I retired several months ago I surprised Kasey and popped into his office to say hello and I’m retired. We made an appointment and he designed plans that I’m very comfortable with entering into retirement . Thank you Kasey

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Nelson Ichter

via Google

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, always explaining the options available to us in detail, promptly answering all of our questions and ensuring that our decisions are very well-informed. We are extremely pleased with our partnership and feel very confident in recommending Mr. Byrd’s services to any individual or organization seeking a highly qualified, ethical and results-oriented financial advisor. We thank Mr. Byrd for his significant contribution to our financial growth and look forward to continuing to rely on his expertise in the future. Best regards, Nelson and Janilda Ichter