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  • Who We Are
    • The Barnum Difference

      We’re dedicated to your financial well-being and to helping you achieve your financial goals.

    • Executive Leadership

      Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.

    • In the Community

      We’re committed to making a difference in the communities in which we work and live.

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      Our Representatives

      A complete list of every financial representative working with Barnum Financial Group

    • Awards and Recognition

      We’re proud to be recognized for our commitment to our clients and their financial success.

    • In the News

      Many national and local media outlets have leveraged our knowledge and thought leadership.

  • What We Offer
    • Investing for Your Future

      Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.

    • Minimizing Taxes

      Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.

    • Funding College Costs

      A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.

    • Workshops

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    • Group Benefit Programs

      Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.

    • Financial Wellness Programs

      We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.

    • All Products

      We have the knowledge and resources to assist you in every step of your financial journey.

    • Workshops

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    • Insights

      Access our blog offering relevant, useful, and educational content.

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establishing a budget

Establishing a Budget

May 2, 2023

Armed with a clear picture of your goals, you can work toward establishing a budget that can help you reach them.

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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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