Estate & Tax Planning

The best time to start thinking about estate planning isn’t when you’re retiring.  It’s right now. There’s no wealth requirement and no minimum age. An estate plan simply clarifies how you would like your assets divided up after you are no longer living. Your plan can always change, but without one in place, the state makes decisions on your behalf.

At Barnum, we work closely with you to create a comprehensive estate plan that protects your beneficiaries and assets, reflects your values, and clearly communicates your wishes.  Our estate planning professionals are here to address your concerns, streamline the planning process, and offer you the peace of mind that you deserve.

The Importance of an Estate Plan

Barnum Insights

MetLife Financial Planning Firm of the Year

5 Time Winner | 2002, 2004, 2006, 2007, 2008

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Estate Planning

A comprehensive estate plan that protects your beneficiaries and assets, reflects your values, and clearly communicates your wishes can offer you the peace of mind you deserve.

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I work with you to develop and implement investment strategies tailored to meet your personal needs, opportunities and goals.
Kathleen Cassidy
JD
Advanced Markets Director

Our Promise

Create Confidence Through Knowledge

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.

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