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.

Business Growth Award

Greater Valley Chamber of Commerce | 2009

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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.

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“Through proper planning, potential business succession issues can be addressed head on and solved to enable a smooth transition when the time comes.”
-Kathleen Cassidy
Advanced Markets Director

Our Promise

Create Confidence Through Knowledge

We empower you to be in

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.

Receive a complimentary financial assessment

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