Risk Management

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.

At Barnum, we are proud to offer custom solutions from trusted insurance firms with whom we have long standing relationships. We are always available to review your portfolio, help assess risks and recommend coverage that helps protect what’s important to you.

The Most Important Insurance

Barnum Insights

MetLife Financial Planning Firm of the Year

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

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Risk Management

At Barnum, we recognize that life insurance provides more than just a death benefit. Protect who and what matters most—today, tomorrow and for years to come.

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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®
Brokerage Director / Director of Protection Products

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.

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