We know you are busy and understand that balancing a career with your family life, personal life and hobbies can be challenging. Your team at Barry Investment Advisors is here to allow you to focus on that balance while we focus on your finances and help you to achieve your long-term financial goals.
Complex Equity Compensation
Our team will develop a deep understanding of what types of benefits your employer provides and how you can get the most out of these programs. We will provide guidance on the investment options available through your employer-sponsored plan and will help you to maximize your benefits on a continual basis. For clients who receive stock options or equity awards through their employer, our team can work with you as well as your employer to ensure these assets are properly accounted for and managed.
In all of this work, we act as a true fiduciary - meaning that we are never compensated based on which investment products we recommend. This is important, as it means every recommendation from our team is driven by your best interest and your best interest alone.
Financial Planning
Throughout your career, you may encounter any number of transitions including changing positions or starting a career with a new company. At Barry Investment Advisors, we’ve worked with corporate executives to help them navigate through these transitions. We are here to adjust your long-term financial roadmap as your career develops, making sure each transition is met with a thorough understanding of the impact on your comprehensive financial plan. This process begins when you first enter the workforce and will continue through the day you retire.
Retirement Decisions
You’ve worked hard throughout your career and are now in a position to spend the money that you have spent years saving. Anxious? You are not alone. The decision to retire can be one of the most difficult decisions for our clients. Common questions you may have are: Do I have enough money saved? Is my portfolio positioned for retirement? What should my budget look like once I leave the workforce?
The answer to each of these questions will be different for everybody, but it is our job to provide clarity and confidence to the process. In doing so, our clients find it easier to leave work feeling optimistic and excited about their golden years, not worried about their financial trajectory.