Address: 106 Oil Center Dr., Suite 220, Lafayette, LA 70503 Phone: (337) 280-3611
Your Partner Throughout Every Chapter of Your Life
From Here to Retirement:
Our Approach to the Next Phase of Your Life
Barry Levie Financial was founded to help retirees and pre-retirees understand their retirement income planning options. The biggest concern our clients have when they come to us is addressing the burning question: Will I have enough income in retirement to last a lifetime? We want to help you structure your assets in a way so that you can confidently answer “yes” to that question whenever possible. And of course, we want clients to have plenty of extra funds available for hobbies, traveling or whatever inspires joy after a lifetime of work. Making this a reality requires a hard look at one’s budget, assessing risks, and making sure goals are in alignment with resources.
Barry Levie
President
Barry Levie is the founder of Barry Levie Financial, located in Lafayette, Louisiana. He is dedicated to helping clients with their retirement income planning needs. Most of his clients tend to prefer protective strategies when it comes to their nest eggs, as opposed to chasing gains and taking unnecessary risks with their money in the stock market.
He 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.
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.