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

Barnum Can Help You

Your Goals, Achieved

We are passionate about delivering insightful guidance, solutions, knowledge, and service, personalized to help you meet your needs and achieve your goals.

Trying to save for retirement and their children’s college tuition presented a dilemma for Stephen and Maria.

Because they felt conflicted about which goal to prioritize, Stephen and Maria weren’t doing a good job saving for either one. They started working with a Barnum professional who analyzed their cash flow and expenses, set realistic savings goals, and created a plan that included contributing to a 401(k) to get the company match, setting up a 529 college savings plan, and buying a whole life policy to build cash value.

A new career opportunity brought both excitement and concern for Josephine.

Josephine was recruited for a big job at a small firm. It was her dream job except for one thing – she would have to leave her group life insurance behind, and the new company didn’t offer anywhere near the level of group insurance her previous company had offered. Her Barnum professional put together a solution that leveraged her new firm’s group life combined with term and whole life policies that would stay with her throughout her career.

Daniella and Victor just bought a new house and are expecting their first child. They’re worried about what would happen if one of them were no longer here.

Daniella and Victor bought a new house and were expecting their first child. They were worried about what would happen if one of them were no longer here…Daniella and Victoria were referred to a Barnum professional who reviewed their current cash flow and expenses. Because they were both young and in reasonably good health, the financial professional secured each of them a term policy which would leave them enough money to pay off the mortgage and set a little aside for college costs. Additionally, down the road they would be able to convert it to permanent.

Retirement was on the horizon for Luis and Sonia who wondered what they should be doing now to prepare.

Luis and Sonia’s neighbor suggested speaking with a Barnum professional who walked them through the timing of taking Social Security, enrolled them in a Medicare seminar to start the education process, and showed them how purchasing an annuity would generate supplemental income in retirement.

What our clients are saying

I have been a client with Barnum Financial Group for years. I cannot say enough good things about the financial professionals and administrative teams. During any and all interactions, everyone is always so professional and kind.

Elizabeth B.

I am a business owner whose attention has always been on my business. Barnum Financial Group brought a more focused approach to my personal finances and retirement strategies. Throughout the ongoing financial strategies process, my dedicated team of financial professionals have remained consistently knowledgeable, assessable, and professional.

Greg S.

My financial professional at Barnum was so helpful to me as I started to get serious about what I wanted my retirement years to look like. He listened to my concerns and patiently walked me through options, and together we made decisions that work best for me. I am so grateful to my financial professional because I feel so much better knowing I have a plan in place.

Tom H.

My financial professional at Barnum helped me purchase my first life insurance policy when my son was born. Prior to our initial meeting, I did not know much about life insurance, but my financial professional took the time to educate me and now, 10 years later, I have multiple polices that remain a huge piece of my overall portfolio. After all these years, I am still working with the same Barnum financial professional and depending on him and the team to keep me on track financially.

Chris M.

Elizabeth B.

Greg S.

Insights

Relevant, practical, and educational content that’s relatable and easy to digest covering all things financial.

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

Your Goals, Achieved

What our clients are saying

Insights

Social Influence in Financial Decision Making: Effects of Peer Pressure and Groupthink

7 Smart Ways to Save: #7 Invest in Your Future

Harnessing the Power of AI: Benefits and Concerns

Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

Americans In The Workplace Study

The Barnum Promise

Featured In

You are in the right place.

Protection Strategies

Protection Strategies

Barnum By The Numbers

Barnum Can Help You

Your Goals, Achieved

What our clients are saying

Insights

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Our financial professionals are here to support you.

Americans In The Workplace Study