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.

Personalized financial planning is integral to everything we do at Barnum. Using innovative digital tools paired with a hands-on people-first approach, we make your money work harder and smarter for you.  Our professional advisors specialize in a range of financial disciplines, which are reflected in the services we proudly offer.

 

What is Financial Planning

Barnum Insights

MetLife Financial Planning Firm of the Year

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

more about us
The value of

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.

"I lead a team that helps Barnum’s senior relationship managers develop personalized wealth management plans and innovative solutions to meet their client's current and long-term goals."
Jeremy Hus
CFP®, ChFC®, CASL®, CLU®
Financial Planning 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.

Receive a complimentary financial assessment

A financial advisor will be in touch with you soon!