Annuities

Annuities are investment products which can help you increase savings, protect your assets, or generate income. There are two types of annuities—Immediate and Deferred and they are basically a contract between an insurance company and an annuity owner in which a purchase payment or series of payments are made by the client so that the insurance company can pay a stream of income in the future.

These investment products can help you increase savings, protect your assets, or generate income.

Whether you want to balance risk within your portfolio or establish a steady income stream, at Barnum, our professional advisors can design an investment strategy that honors your risk tolerance as well as your return preferences. We’ll explain how to enhance your portfolio and regularly make recommendations to help you achieve your financial goals. And when you’re ready to branch out into stocks, mutual funds, and annuities, we can advise you there as well.

Other Corporate Financial Education Resources

Mutual Funds

Each mutual fund family has its own objectives, as well as risk/reward level. Find out which ones might be a good fit for you.

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Stocks

When you buy stock, you’re purchasing a small piece of a company.

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Employee Education Programs

Financial Education Workshops, Comprehensive Pension / Benefits Consulting and Offerings and Executive Suite Services.

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