Retirement Planning

Keep time on your side by saving and investing now for a rewarding retirement ahead. It’s never too early or late to get started. What’s most important is that you save as much as possible, and come up with a plan to keep it going. The hardest part of saving is starting!

At Barnum, our professional financial advisers are available to discuss your retirement—whether that’s five or 50 years from now. We’ll develop a plan based on your current earnings and projected post-retirement budget, present options and scenarios to you, and make a recommendation based on our expertise and your financial situation.  No matter where you are in your life and career, Barnum’s tools and experience can help you create a retirement plan that reflects the way you love to live.

Traditional vs Roth IRAs

Barnum Insights

MetLife Financial Planning Firm of the Year

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

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Retirement Planning tailored to your goals

There’s no such thing as a one size fits all retirement. No matter where you are in your life and career, Barnum’s tools and experience can help you create a retirement plan that reflects the way you live

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I serve as a highly valued resource in complex life, disability, and long term care insurance plan design and sales to our Advisors and clients.
Matthew R. Teel
CFP®, CLU®
Agency 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

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