Consulting Services for
Individuals
As a consultancy, the company will provide expert advice to those seeking benefits and services from the Social Security Administration. As a Subject Matter Expert (SME), Byrd Consultants has the knowledge and experience to work with a broad spectrum of clients who are seeking answers to perplexing questions around retirement and benefits.
Focus areas include:
• Retirement Planning
• Disability Benefits
• Survivor’s Benefits
• Medicare
Consulting Services for Organizations
Corporations, through their human resources and health benefits staff, also provide opportunities for the consultancy as they seek information to educate employees on the many options they face. Employee Assistant Programs and financial planners can also benefit from the consultancy, given their existing relationships with clients who, according to research, have yet to maximize their portfolios because of a lack of knowledge of SSA.
Byrd Consultants can assist the aforementioned groups through the following:
• One-half day or full-day workshops for employers
• Training seminars for financial services professionals
• Retainer-based relationships with businesses and service providers
The Evolving Retirement Landscape
Significant changes have occurred in the retirement and benefits market over the past 40 years. While the basic “3 Pillar” plan for retirement remains in place – direct employee contributions, employer contributions, and Social Security benefits – the percentage of each has dramatically changed.
While originally conceived to be a small part of one’s retirement options, Social Security has become a primary tool for many demographics looking to retire. That’s why it’s essential for employers, employees and financial services representatives to fully understand the workings of the Social Security Administration.
As with most successful businesses, Byrd Consultants has identified a problem – a lack of knowledge about Social Security and a fear of the retirement process – with a solution: an experienced consultancy that can provide clear, concise and accurate information to quell their concerns.
Let us help you.
Contact us to set up your consultation services.
