Case Studies: Business Professionals

Financial Planning That Fits Your Life

Age: 59

Profession: Executive at a Fortune 500 Company


Client was nearing retirement and realized they were very concerned about whether they had enough saved to be comfortable. Goals included retirement planning, understanding deferred compensation plans, social security maximization, and assistance with Medicare.


After creating a financial plan, we were able to explain and model the multiple different types of deferred compensation, including stock options, restricted stocks, and pensions, and how they would be taxed. We also reviewed multiple social security collection strategies to ensure clients made the most educated decision on when to collect. Finally, we reviewed multiple Medicare options and plans before helping them settle on Original Medicare due to the provider’s flexibility. The client was able to retire the following year fully confident that they sustain their lifestyle without concerns of running out of money.

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FAQs for Business Professionals

Have a question? Please read our top FAQs below. Contact us today if you can’t find what you’re looking for. We’re always happy to help.

What is financial planning?

Financial planning is assessing your entire financial picture and advising you on how to achieve your short- and long-term financial goals.

How do you help business professionals?

We’ll make your money work as hard as you do. Barrister provides expert financial guidance to business professionals on taxes, estates, Social Security, Medicare, business succession, and retirement planning.

Why do I need a financial planner?

Many people struggle to effectively manage their money, grow wealth, and plan for retirement. Barrister can develop a comprehensive financial plan that caters to your objectives, goals, and circumstances. We’ll help you plan for retirement or college, maximize your investments, and avoid any pitfalls along the way.

How do you get paid?

We offer one-time, monthly, and annual fee structures.