Working for the future you want

You have dreams of what you want out of life. Maybe it’s a comfortable retirement, or sending your children to college, or passing on the family business. Whatever your dreams, Barnum Financial Group will work with you to help you achieve the future you want with strategic financial planning.

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Because life is always changing


We’ve been the partner to thousands of people like you.

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We take a customized holistic approach

Our financial planning services representatives take a highly customized approach to working with each client – taking the time to understand your complete financial picture, hearing about your opportunities and concerns and learning about your aspirations for yourself and your family.

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Business Planning
Owning a business can be as challenging as it is rewarding. To thrive in the marketplace, you need much more than just a strong work ethic and a great product or service. You must surround yourself with the right people, build recognition for your offering, and be strategic about growth.
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Corporate Financial Education
As an employer, it’s in your best interest to help your employees learn how to manage their money. It’s also an enormous benefit for them. By educating employees and providing them with tools necessary to better understand their current financial position, they can build a sound financial future.
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Education Planning
If you are a parent, your child’s education is most likely a high priority. With costs at an all-time high and continuing to rise, it’s more important than ever to have a plan to pay for college expenses.
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Estate / Tax Planning
The best time to start thinking about estate planning isn’t when you’re retiring. It’s right now.
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Financial Planning
Achieving your financial goals doesn’t happen by accident. It takes patience and planning to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or investing for retirement, having a trusted financial advisor can support and guide you to make solid decisions that turn life goals into reality.
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Investments
Planning for your financial future means carefully considering your investment options. It makes sense to develop a portfolio that aligns with your values and interests. It’s also important to be clear on what financial independence really means to you and what you hope to achieve with your investments.
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Retirement Planning
Keep time on your side by saving and investing now for a rewarding retirement ahead. It’s never too early or late to get started. What’s most important is that you save as much as possible, and come up with a plan to keep it going. The hardest part of saving is starting!
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Risk management
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.
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SpecialCare Planning
Planning for a loved one with special needs can be emotionally and financially challenging. Providing them with the best quality of life possible requires patience, coordination, and careful planning. Barnum’s SpecialCare Planners work closely with you to create a life care plan that thoughtfully balances your own needs and those of other family members.
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So You Can Focus on Life

We’ve been the partner to thousands of people like you with whom we’ve partnered to help build their secure financial futures – so you can focus on life.

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I’m
years old. I live in
.
My goal is to
manage my finances
  • manage my finances
  • plan for unexpected events and risks
  • plan for retirement
  • provide insurance plans for employees in my business.
  • plan for my child’s education
.

Way to take the first step!

Just a few more questions that will help us understand your needs. go back
question 1 out of 4
I feel
  • very comfortable
  • somewhat comfortable
  • not comfortable
  • very uncomfortable
with my current financial plan.
I feel
  • very protected
  • somewhat protected
  • not protected
  • very unprotected
in the event of an accident or unexpected loss of life or income.
I feel
  • very comfortable
  • somewhat comfortable
  • not comfortable
  • very uncomfortable
with what I have saved for retirement.
I feel
  • very comfortable
  • somewhat comfortable
  • not comfortable
  • very uncomfortable
with the insurance I have provided for my employees.
I feel
  • very comfortable
  • somewhat comfortable
  • not comfortable
  • very uncomfortable
with the amount I have saved for my children’s education.
question 2 out of 4
I make $
  • < 50,000
  • 50,001 - 80,000
  • 80,001 - 120,000
  • 120,001 - 200,000
  • >200,000
per year.
question 3 out of 4
I prefer to be contacted
  • by email
  • by phone
  • not yet
.
question 4 out of 4
My name is
and my email address is
.
My name is
and my phone is
.
My name is
.
Thank you!
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Take the First Step