Feel confident in your financial future
For 30 years, we’ve helped families plan for major life milestones with straightforward financial planning.
If financial planning ever feels overwhelming, you’re not alone.
Unsure if you’re saving enough to retire comfortably?
Worried an unexpected expense could derail your goals?
Wondering which financial moves will matter most in the years ahead?
80%
93%
78%
Why acting today pays off
Life moves fast—markets shift, costs rise, and your retirement date only gets closer. The sooner you plan, the more control you have.
- Inflation erodes the purchasing power of your savings.
- Longer lifespans require more retirement income than you might expect.
- Life events—from health costs to market swings—upend unprepared plans.
Your 3-step roadmap to financial confidence
At Barnum Financial Group, we believe financial planning should be clear and empowering. We’ll help you gain clarity, build confidence, and follow a plan that makes sense for your life and your goals.
You tell us what matters
We listen to your goals, concerns, and what a good life means to you.
We create your personalized plan
We build a clear, customized plan so you know exactly where you stand.
We guide every step
We monitor, adjust, and keep you on track as life changes.
Referred by your employer about MetLife benefits?
We’ll guide you through your benefit transition during a free consultation. Call 877-275-6387 to speak with a financial professional.◊
Personalized solutions to build,
protect, and grow your wealth.
Whether you’re planning for retirement, safeguarding your family, or growing your assets, we tailor our strategies to fit your life.
Retirement Planning
We’ll help you maximize savings, manage risk, and secure reliable income for your retirement years.
Financial Planning
Life Insurance
Career Transitions
What’s your next smart financial move?
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.
CEO & Founder
Trusted by hundreds of thousands of families
Years guiding families to financial confidence
(as of 3/1/25)
Leading with strength and integrity
Financial Knowledge at Your Fingertips.
Let’s create a financial plan that lets you…
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Let’s build your personalized financial plan
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