How We Can Help
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, benefit programs, and transition solutions. We take a team approach with the belief that collaboration among individuals with specific areas of expertise leads to a better understanding of the issues and opportunities each client faces. We have the support of a range of internal and external resources enabling us to look at complex issues from several perspectives to create strategies and tactics to help you meet your goals.
Financial Position
We have the knowledge, credentials, and resources to help you take a comprehensive view of your current finances and cash flow to see how we can make adjustments to help you meet your long-term goals
Investment Management
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.
Retirement Planning
Virtually every financial decision you make 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.
Risk Management
We can do a risk assessment and find ways to better protect your income and assets with appropriate insurance coverages.
Estate & Legacy Planning
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.
Tax Strategies
We can identify opportunities and implement strategies that can help reduce the impact of taxes on investment returns and income.
Transition Planning
Changing employers or transitioning into retirement triggers a number of very important decisions, many of which have to be made in short time frames and involve the group benefits you had with your former employer. We can help you understand your options and provide you with alternatives to put you and your family in a better position.
Our Strategic Process
1. Consult
We create strategies that are tailored to your needs and goals.
2. Analyze
Our team will analyze your situation and identify potential strategies and solutions.
3. Recommend
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
