Financial Planning

Achieving your financial goals doesn’t happen by accident.  It takes patience and planning to create the kind of possibilities that money can buy.  Whether you’re saving for a home, a college education, a dream project, or investing for retirement, having a trusted financial advisor can support and guide you to make solid decisions that turn life goals into reality.

Achieve your financial goals with the guidance of a Barnum advisor.

Personalized financial planning is integral to everything we do at Barnum. Using innovative digital tools paired with a hands-on people-first approach, we make your money work harder and smarter for you.  Our advisors specialize in a range of financial disciplines, which are reflected in the services we proudly offer.

Other SpecialCare Resources

Special Needs Trusts

Care for loved ones with special needs, even after you are no longer with them.

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When you buy a stock, you’re purchasing a small piece of a company.

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Whether you want to balance risk within your portfolio or establish a steady income stream, bonds may be the answer.

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