Tim and Beth Byrd are dedicated professionals specializing in financial planning, retirement solutions, and asset management. They bring over 15 years of combined experience across private, nonprofit, and government sectors. Together, they’ve managed more than $75M in HUD assets, sold 300+ life insurance policies in two years, and served in CFO and bookkeeping roles. Between the two of them, they hold advanced degrees in human services and behavioral science and are accomplished grant writers. Lifelong community volunteers, they’ve led youth programs, served their church for over 20 years, and remain committed to helping others build secure financial futures.
This isn’t your typical retirement plan. It’s a smart, secure, and personalized approach designed to support your lifestyle now and into the future.