Financial Planning & Wealth Management

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.

"Barnum Financial Group is the first partner in the financial advisory community to sign on with the [student] loan debt program." - Jennifer Nuckles, Head of Partnerships and Content at SoFi

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Achieving your financial goals doesn’t happen by accident. It takes patience and planning to create the kind of possibilities that money can buy. Our professional advisors specialize in a range of financial disciplines, which are reflected in the services we proudly offer.

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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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We take a customized holistic approach

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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.

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

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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

question 4 out of 4

My name is

and my email address is

My name is

and my phone is

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