In today’s complex world, it is more important than ever to have a financial services representative that can help you see the “big picture” and address your entire financial life. Together we will create a financial strategy that addresses both your near-term realities and your long-term challenges and goals. Areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies. Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want.
In addition, I give you the knowledge and information you need to make informed financial decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together.
ABOUT BARNUM FINANCIAL GROUP
You have dreams of what you want out of life. Maybe it’s a comfortable retirement, or sending your children to college or passing on the family business. Whatever your dreams, Barnum Financial Group will work with you to help you achieve the future you want with strategic financial planning.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.
CA Insurance Lic.# 0K12789
AR Insurance Lic # 7326157
Check the background of this investment professional on FINRA’s BrokerCheck