The Barnum Promise

Listen to you. Learn about you.
Deliver advice and solutions that help you achieve the future you want. Put your best interests first. This is the Barnum promise.

Let us help you live your best financial life.

Paul Blanco
CEO & Founder

The Barnum Promise

Listen to you. Learn about you. Deliver advice and solutions that help you achieve the future you want. Put your best interests first. This is the Barnum promise.

Let us help you live your best financial life.

Paul Blanco
CEO & Founder

You are in the right place.

If you were referred to Barnum by a current or former employer about your MetLife benefits, you are in the right place!

We would be happy to work with you as you transition through this benefit change. Please reach out to 877-275-6387 to schedule an appointment with a financial professional. †

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Protection Strategies

Managing the risks that may compromise your financial goals is vital. The first step toward protecting your assets is choosing the right insurance for your unique needs at this stage in your life.

Barnum By The Numbers

Financial Professionals (and Growing)
$ 0 Billion
Total AUA/AUM
0
Years in Business
~ 0
Households Served Nationwide*

Barnum Can Help You

Your Goals, Achieved

We are passionate about delivering insightful guidance, solutions, knowledge, and service, personalized to help you meet your needs and achieve your goals.

Trying to save for retirement and their children’s college tuition presented a dilemma for Stephen and Maria.

Because they felt conflicted about which goal to prioritize, Stephen and Maria weren’t doing a good job saving for either one. They started working with a Barnum professional who analyzed their cash flow and expenses, set realistic savings goals, and created a plan that included contributing to a 401(k) to get the company match, setting up a 529 college savings plan, and buying a whole life policy to build cash value.

A new career opportunity brought both excitement and concern for Josephine.

Josephine was recruited for a big job at a small firm. It was her dream job except for one thing – she would have to leave her group life insurance behind, and the new company didn’t offer anywhere near the level of group insurance her previous company had offered. Her Barnum professional put together a solution that leveraged her new firm’s group life combined with term and whole life policies that would stay with her throughout her career.

Daniella and Victor just bought a new house and are expecting their first child. They’re worried about what would happen if one of them were no longer here.

Daniella and Victor bought a new house and were expecting their first child. They were worried about what would happen if one of them were no longer here…Daniella and Victoria were referred to a Barnum professional who reviewed their current cash flow and expenses. Because they were both young and in reasonably good health, the financial professional secured each of them a term policy which would leave them enough money to pay off the mortgage and set a little aside for college costs. Additionally, down the road they would be able to convert it to permanent.

Retirement was on the horizon for Luis and Sonia who wondered what they should be doing now to prepare.

Luis and Sonia’s neighbor suggested speaking with a Barnum professional who walked them through the timing of taking Social Security, enrolled them in a Medicare seminar to start the education process, and showed them how purchasing an annuity would generate supplemental income in retirement.

What our clients are saying

Insights

Relevant, practical, and educational content that’s relatable and easy to digest covering all things financial.

Students should beware of scammers and take steps to avoid making mistakes that will make them more prone to fraud.
Invest in Your Future. Being financially savvy means knowing how not to pay taxes when they don’t have to be paid.
This advancement in technology is exciting and we’ve only scratched the surface of what AI could do for society.

Download Our Free eBook!

Our “Navigating Career Changes: A 3-Step Financial Plan for Success,” is available now!

This proven, three-step process examines your health and life insurance coverage, and the importance of building a financial plan during a career change.