Financial Planning

Life moving at warp speed? Keep pace with help from Barry Investment Advisors.

We will…

• Simplify and organize your finances by linking all of your accounts, important documents, instructions and wishes in one secure online site that is accessible anywhere, anytime.
• Thoughtfully balance the competing demands for your resources using our financial planning and modelling tools that demonstrate the effects that different “what-if” scenarios have on the success of your plan.
• Calculate your Comfortable Capacity* for educating children or grandchildren, travel, charitable giving,  or other extraordinary spending without jeopardizing your independence and financial security.
• Seamlessly transition to a comfortable retirement with confidence, control and intention.
• Securely navigate rising healthcare costs and/or a major health event with comfort and dignity.
• Strategize your income plan with your tax professionals to effectively manage your assets, distributions and taxes.
• Curate your insurance types and coverage to ensure policies reflect your evolving obligations and protect your wealth.
• Collaborate with your attorneys to create an estate plan that clearly communicates your wishes and protects your family, in case you are temporarily or permanently unable to do so yourself.

*Trademark pending