Address: 106 Oil Center Dr., Suite 220, Lafayette, LA 70503 Phone: (337) 280-3611
Navigating Life’s Stages:
Our Approach to Retirement Income Planning
Helping Louisiana’s retirees and pre-retirees understand their retirement income planning options and how to sustain them for the rest of their lives.
Strategies & Services for Your Unique Needs
If you are interested in protecting principal and reducing risk when it comes to your retirement, Barry Levie Financial is here for you. We offer a menu of services designed to address these issues and more with the ultimate goal of helping clients put a retirement income plan in place to sustain them for the rest of their lives.
How We Help You Prepare for the Next Chapter
When it comes to retirement income planning, what concerns retirees and near-retirees the most? At Barry Levie Financial, our experience with clients shows that people aged 50 and older are looking ahead to the next phase of life and wondering:
- Will I have enough retirement income to last a lifetime?
- How will inflation and health care costs impact my budget?
- How do I protect my nest egg from stock market ups and downs?
- How do I organize all of my retirement accounts and draw down my assets?
The answers to these questions vary from client to client and depend on assets saved, risk tolerance and goals for the future. We help clients look at their unique situation to anticipate the answers so they can make the best decisions for their financial and retirement future. Only then, do we offer customized strategies for retirement income planning with a heavy emphasis on principal preservation. Are you ready to take the next step? We are here for you.
From Here to Retirement:
Our Approach to the Next Phase of Your Life
At Barry Levie Financial, we strive to get to know each client and understand their needs and goals before making recommendations. This is essential so that we can offer the most suitable recommendations for each client’s unique situation. Our client work typically evolves over time in this way:
1. Meet
We meet with you to listen and learn about your goals and explain how we can help.
2. Analyze
We take a close look at what is currently in place and if your goals are being met.
3. Strategize
We offer recommendations to protect principal and reduce risk based on your goals.
4. Implement
We implement the agreed up on strategies and ensure documentation is complete.
5. Monitor
We conduct ongoing account monitoring and reviewing, making adjustments as needed.
How to Rock Your Old 401(k) & Avoid Surprise Tax Bills
As a taxpayer and saver, you’ve earned the right to see your savings grow in the most tax-efficient manner possible. Your biggest mistake? Doing nothing at all. Let’s write and rewrite until your retirement income is a perfect harmony, allowing you to rock on!