Barry Levie Financial

Barry Levie Financial Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Barry Levie Financial, Financial Consultant, 106 Oil Center Drive Suite 220, Lafayette, LA.

How much greed or fear is driving your financial choices? It's not just other investors - greed and fear can trip up any...
01/05/2024

How much greed or fear is driving your financial choices? It's not just other investors - greed and fear can trip up any of us. In fact, some of the market's most recent bubbles and busts have been a result of it. See how trillions have been lost to fear & greed in this month's Visual Insights Newsletter.

See how trillions have been lost to fear & greed.

Tax time is fast approaching, which means the window to take advantage of tax opportunities is closing — fast. Learn abo...
12/20/2023

Tax time is fast approaching, which means the window to take advantage of tax opportunities is closing — fast. Learn about 5 hidden tax opportunities in this FREE guide. Don't miss out — lock in your tax savings before you file! Want to talk now? Give my office a call to schedule a free tax planning session.

Discover 5 IMMEDIATE Opportunities [BEFORE Dec 31, 2023]

Retirement is the finish line for most people after decades of working - but you may get tripped up along the way. The r...
12/20/2023

Retirement is the finish line for most people after decades of working - but you may get tripped up along the way. The retirement of your dreams could disappear with just a few missteps and oversights. This month's Visual Insights Newsletter breaks down what you need to be aware of in retirement planning.

Evolve your retirement plan with expert insights

Close to retiring (or recently retired)? Record inflation, rocky markets, and economic uncertainty present retirement un...
11/23/2023

Close to retiring (or recently retired)? Record inflation, rocky markets, and economic uncertainty present retirement uncertainty is high. Decisions like when and how to retire, when to claim Social Security, and how you plan to create a work-free life will define your retirement. This FREE checklist highlights the 3 pillars of successful retirements. Read it for free now!

If you're hoping to retire within the next 5 years…

For those near retirement, record inflation, rocky markets, and a potential recession could make retiring within the nex...
11/16/2023

For those near retirement, record inflation, rocky markets, and a potential recession could make retiring within the next 5 years even more challenging. Help find confidence in your plans with this FREE checklist.

Get My FREE 3-Pillar Retirement Checklist!

Setting financial goals is tough. This list can offer a fresh perspective to help you refine your priorities.
11/14/2023

Setting financial goals is tough. This list can offer a fresh perspective to help you refine your priorities.

See more success when you use THIS to set goals.

Are you a recent retiree or within 5 years of retirement? Historic inflation and a potential recession mean your retirem...
11/09/2023

Are you a recent retiree or within 5 years of retirement? Historic inflation and a potential recession mean your retirement decisions carry extra weight. There is a silver lining however - these uncertain times have created opportunities for advanced strategies. Learn how to leverage them with this FREE checklist!

[FREE] A Simple Checklist to Kick-Start a Work-Free Life!

Stuck trying to prioritize financial goals? This list can help provide clarity on your objectives.
11/07/2023

Stuck trying to prioritize financial goals? This list can help provide clarity on your objectives.

Discover how a list could help you level up your goals.

Facing a fast retirement decision? This FREE guide breaks down what you need to know. Click here to read it now!
10/31/2023

Facing a fast retirement decision? This FREE guide breaks down what you need to know. Click here to read it now!

Critical questions so you make the right decisions, fast!

Setting strong financial goals starts with understanding your options. Check out this list to re-evaluate your prioritie...
10/31/2023

Setting strong financial goals starts with understanding your options. Check out this list to re-evaluate your priorities.

Why smarter goals & more success start with a list.

Some big financial decisions land in our laps like a bombshell. If you're facing sudden retirement decisions, all the ch...
10/24/2023

Some big financial decisions land in our laps like a bombshell. If you're facing sudden retirement decisions, all the choices can be overwhelming. Here's a quick guide that breaks down the 20+ critical choices you'll need to make - fast. Please don't delay, because some of these steps are time sensitive. Click below to download and read instantly. Overwhelmed and need personal advice now? I save a few appointments each week — grab one by calling our office now!

Discover "right now" questions you NEED to ask.

Looking to reconsider your financial goals? Review this simple list to gain clarity and perspective.
10/24/2023

Looking to reconsider your financial goals? Review this simple list to gain clarity and perspective.

Find out how to set better goals using a basic list.

Address

106 Oil Center Drive Suite 220
Lafayette, LA
70503

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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