Our firm, headed by Barry M. Levie,
​might be able to help.

We believe in helping people reach their retirement income goals through plans that are right for them. One size does not fit all, in our experience — every retirement is different. We utilize lots of tools, such as 401(k) transfers and IRA rollovers, to help you make a customized plan for your future.

Our founder, Barry Levie, earned his degree in finance from the University of New Orleans, but most of his education has come from the real world, from his 33+ years of experience as a professional. He’s always believed in education, and that’s a passion he continues to enjoy as he helps clients learn about various retirement income strategies.
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When he’s not at work, Barry enjoys marathon running, hiking, and traveling. He also loves spending time with his wife, Penelope, a nurse practitioner, and his three daughters, Ali, Taylor, and Madelyn.

Need help with your retirement income strategy?

Call us today at 337.280.3611!

Contact us!

Barry M. Levie
President

DROP BY AND SEE US!
We love to help our clients.​

Barry M. Levie
106 Oil Center Dr., Suite 220
Lafayette, LA 70503

337.280.3611
[email protected]

WE WANT TO BE OF SERVICE.
We're here to help. Let us show ​you ​what we can do.​

We understand each client is unique and faces different challenges, which is why we take a personalized approach to retirement income planning.

​Our products help protect your retirement income from market downturns, and when developing your customized retirement income plan, we will walk you through a step-by-step process designed to create strategies you can feel confident in.
​
We can help you execute a reliable retirement income plan utilizing the following ​products and services:

• 401(k) Rollovers
• 403(b) Planning
• IRA Rollovers

Don't see what you're looking for?
Contact us today!

Contact us!

​We have experience working with all kinds of retirement income products, and chances are we can help you, too!

RESOURCES

Retirement Income Calculator

401(k) ​Calculator

401(k) Rollover Options

Watch the video below to learn about a few possible options regarding 401(k) rollovers.
​Be sure to give us a call after to answer any questions you might have and to discuss the options that would be best for you.

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