Financial planning

Byrd Investment Management takes a comprehensive approach to financial planning that is tailored to achieve your specific goals.   In addition to reviewing your investments, we also evaluate your insurance and estate planning strategies. And once your plan is implemented, we work together to tailor an ongoing service schedule to monitor your plan to ensure you are on track to pursue your overall financial goals.  We assist in the following areas:

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans