Barnum Financial Group
Financial & Investment Services
What do I do?
I work with families and individuals to create a comprehensive financial plan that is specific to needs of
each of my clients. I believe that no one plans to fail, but unfortunately many people fail to plan. My process begins with a thorough analysis of your financial situation and covers all of your financial assets, including investment and insurance products. Next, I help you to prioritize your personal goals and desires (i.e. college education, retirement, charity and etc.) to create a realistic road map to your financial success. I focus on three main areas:
- Wealth Accumulation: Investment Management, College Funding, Retirement Savings, Executive Compensation
- Wealth Protection and Transfer: Asset Protection, Life Insurance Protection, Estate Planning, Business Succession
- Life maintenance: Long-Term Disability Insurance, Long-Term Care Insurance, Health Insurance
Additionally, I open and manage retirement and group benefit plans for businesses.