Customized solutions for you
What we do.
We will meet with you to provide a clear understanding of our recommendations and assist you with implementation.
Our team of Financial Services Representatives will analyze your situation and identify potential strategies and solutions.
Together, we will gather data about your current financial situation and future goals and answer any questions you may have.
that meet your needs
We offer you access to an array of financial solutions designed to help you achieve your short-term objectives and long-term goals. Barnum offers the scope of a national financial services firm, with access to financial planning, investments, and insurance products, while providing a level of personalized service and attention found at a boutique firm.
Experience and Expertise
Working for you
At Barnum Financial Group, we serve the investment and protection needs of individuals and their families as well as work with corporations and their employees to provide education and benefit programs.
We take a team approach, believing that collaboration among individuals with specific areas of expertise leads to a better understanding of the issues and opportunities each client faces. Each team has the support of a range of internal and external resources enabling them to look at complex issues from several perspectives to create strategies and tactics to help you meet your goals.
TAX MINIMIZATION STRATEGIES
SPECIAL CARE PLANNING
A Team of Resources Working for You
In a world crowded with new investment options, changing tax laws, volatile economic cycles, and personal and professional challenges, having a team of experienced and credentialed financial professionals working on your side is more important than ever.We work hard to stay ahead of a rapidly changing marketplace and use our knowledgeand experience to help you meet your short-term needs and long-term goals.
Barnum’s Financial Services Representatives are supported by a network of consultants that are experienced and trained in individual and business planning strategies. They collaborate with your legal and tax advisors to help ensure your goals are never far out of reach. Our representatives use advanced analytical tools and provide comprehensive case consultations that help deliver sophisticated strategies and timely ideas.
Put the barnum team to work for you.
Many of our representatives have coveted industry designations obtained through rigorous ongoing study of key investment, protection, and financial planning disciplines. They use their knowledge and experience to help you anticipate life’s financial challenges, offering insights to enable you to make the right choices at the right times.
Creating Confidence Through Knowledge
CERTIFIED FINANCIAL PLANNER professional
Certified in Long-Term Care
Life Underwriter's Training Council Fellow
Chartered Life Underwriter
Chartered Financial Consultant
Certified Public Accountant
Chartered Advisor for Senior Living
Retirement Income Certified Professional
Working for the Future You Want
We have the knowledge, credentials, and resources to help you take a comprehensive view of your finances and plan a holistic approach to managing them to best meet your long-term goals.
We can design a strategy that incorporates your risk and return preferences with access to a range of investment vehicles including individual stocks and bonds, mutual funds, annuities, and professionally managed accounts.
Virtually every financial decision youmake will impact how you live during your retirement years. We have the experience to help you develop a comprehensive strategy and will work with you over the years to make sure that plan evolves as needed.
Your Financial Services Representativecan do a risk assessment and find ways to better protect your income and assets.
Tax Minimization Strategies
We can identify opportunities andimplement strategies that can help reduce the impact of taxes on investment returns and income.
Special Care Planning
Our designated Special Care Plannerscan help you prepare for the future ofyour dependents with special needs,to achieve not just lifetime care, butquality of life.
Offered only by SpecialCare Planners
We can help make sure that your loved ones are taken care of financially after you are gone. Without an estate plan, a significant part of your estate can be lost to taxes or go to unintended beneficiaries. We can work with you to tailor an estate plan that assures the legacy you desire.
Estate Conservation Strategies
Employee Education and Guidance
Barnum offers corporations and not-forprofit organizations a comprehensive turnkey employee education solution that connects the benefits you offer with your employees’ overall financial strategy, resulting in increased benefit utilization and overall loyalty. These workshops are provided at no cost to you or your employees.
Employee & Executive Benefits
We offer a range of products and services, including group and voluntary benefits, executive benefits, retirement and savings programs and individual financial services. Each program is supported by an exceptional level of service for you and your employees. Additionally, we can benchmark your current benefit programs against avariety of alternative carriers and companies to help you get the best plans at the best cost for your business.
ESTATE CONSERVATION STRATEGIES
EMPLOYEE EDUCATION & GUIDANCE
EMPLOYEE & EXECUTIVE BENEFITS
Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. CRN202302-278952