Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.

Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.

Group Benefit Programs

Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.

The Barnum Promise

Listen to you. Learn about you.
Deliver advice and solutions that help you achieve the future you want. Put your best interests first. This is the Barnum promise.

Let us help you live your best financial life.

Paul Blanco
CEO & Founder

You are in the right place.

If you were referred to Barnum by a current or former employer about your MetLife benefits, you are in the right place!

We would be happy to work with you as you transition through this benefit change. Please reach out to 877-275-6387 to schedule an appointment with a financial professional. †

Protection Strategies

Managing the risks that may compromise your financial goals is vital. The first step toward protecting your assets is choosing the right insurance for your unique needs at this stage in your life.

Investing for Your Future

Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.

Planning for Your retirement

Every major financial decision you make impacts your retirement. See what key steps we recommend you take at each stage of your career and into retirement.

NAVIGATING A JOB TRANSITION

A new job is exciting, as it offers a plethora of opportunities – a new beginning, a different title, a bigger paycheck (hopefully).

Switching jobs comes with a long to-do list that requires important financial decisions.

Leaving a Legacy

Legacy Planning starts with preparing how you want to distribute your assets to loved ones, friends, and charities, but it also includes how to do that in the most tax-efficient way possible.

Protection Strategies

Managing the risks that may compromise your financial goals is vital. The first step toward protecting your assets is choosing the right insurance for your unique needs at this stage in your life.

Investing for Your Future

Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.

Planning for Your retirement

Every major financial decision you make impacts your retirement. See what key steps we recommend you take at each stage of your career and into retirement.

NAVIGATING A JOB TRANSITION

A new job is exciting, as it offers a plethora of opportunities – a new beginning, a different title, a bigger paycheck (hopefully).

Switching jobs comes with a long to-do list that requires important financial decisions.

Leaving a Legacy

Legacy Planning starts with preparing how you want to distribute your assets to loved ones, friends, and charities, but it also includes how to do that in the most tax-efficient way possible.

Barnum By The Numbers

Financial Professionals (and Growing)

Years in Business

The Barnum Promise

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A Call out for JDs. No Bar-Passage Required

You are in the right place.

Protection Strategies

Investing for Your Future

Planning for Your retirement

NAVIGATING A JOB TRANSITION

Leaving a Legacy

Protection Strategies

Investing for Your Future

Planning for Your retirement

NAVIGATING A JOB TRANSITION

Leaving a Legacy

Barnum By The Numbers

Barnum Can Help You