On this episode of the Barry Broadcast, Liz Garvey and Beth Parker sit down to discuss how they've helped people reach financial goals through customized financial planning.
This material is provided for illustrative purposes only to provide an example of the firm’s approach and methodology for financial planning. Past performance is no guarantee of future results. The results portrayed herein are not representative of all of Barry Investment Advisors' clients or the clients' experiences. Actual results may vary materially from those portrayed herein. Therefore, it should not be assumed that the future results achieved by Barry Investment Advisors will equal or exceed the results portrayed herein. An individual’s experience may vary based on his or her individual circumstances, and there can be no assurance that Barry Investment Advisors will be able to achieve similar results in comparable situations. No portion of this case study should be construed as a testimonial or endorsement of Barry Investment Advisors' investment advisory services . It is not known whether the client referenced approves of Barry Investment Advisors or its services. The information contained herein should not be construed as personalized investment advice. Please contact us for additional information and to discuss your specific circumstances.
See Our Approach in Action
Hearing our ideas about financial planning is one thing, but it's another thing to see these ideas in action. Click on the plan to the left to get your own copy of an example financial plan.
Inside you'll find...
- Maximum retirement spending totals by year
- Projected growth of assets over the coming decades
- What-if analysis covering potential, future market returns