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. And for sustainable, long-term success, it’s also important to protect yourself and the assets you’ve accrued along the way.
We know being a business owner requires wearing more than one hat. At Barnum, we help business owners concentrate on what they do best, run the business. To help meet your unique needs, we offer a wide range of products and services, from personal financial planning to key products and programs for business owners and employees alike.
Products & Solutions
Key Person Insurance Learn more about life insurance coverage for those employees who are most crucial to the successful operation of your business. Health Insurance Explore options, get expert advice, and choose coverage that best suits your company’s needs.
Liability Insurance Protect your company from claims that could put your business assets at risk.
Workman’s Comp Cover lost wages, medical treatment and time off for recovery due to your employee’s work-related injury.
Business Planning
From Employee Benefits, 401Ks and Health Insurance to Business Succession, and Key-Person Insurance, we offer a wide range of products and services, that help business owners concentrate on what they do best.
Learn moreOur Promise
We empower you to be in
control
We deliver advice, planning, knowledge, solutions, and service to enable you to live a financially confident life.
We care
about you
We guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy.
We are your
trusted partner
We serve as your advocate, working with your other trusted advisors to bring all of the pieces of your financial life together.
We help you optimize
your financial situation
We help you find untapped opportunities, manage risks, deal with uncertainties, and anticipate challenges.