Pensions allow you to save money during your employment years and require your employer to make contributions into funds set aside for your future. These funds are pooled and are invested on the employee’s behalf to generate income upon retirement.

Employer-maintained retirement accounts with a set payout and distinct advantages.

At Barnum, our professional financial advisors 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.


Other Retirement Planning Resources

Qualified/Non-Qualified Investments

Retirement accounts with tax benefits that work for your specific needs.

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Life Insurance

In the event of an unexpected passing, protect who and what matters most- today, tomorrow and for years to come.

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Disability Insurance

Maintain your financial stabiltiy during a challenging period when you are unable to earn and income.

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