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Taking Advantage of Employer-Sponsored Retirement Plans
Employer-sponsored qualified retirement plans are some of the most powerful retirement savings tools available. Learn why!
We’re dedicated to your financial well-being and to helping you achieve your financial goals.
Hear from our founder and how Barnum was transformed into what it is today.
Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.
We’re dedicated to creating a culture of belonging, respect, and opportunity for all.
We’re committed to making a difference in the communities in which we work and live.
A complete list of every financial representative working with Barnum Financial Group
We’re proud to be recognized for our commitment to our clients and their financial success.
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Managing risks that could compromise your financial goals is vital.
Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.
Every major financial decision you make impacts your retirement.
Switching jobs comes with a long to-do list that requires important financial decisions.
Legacy planning is more than just leaving money behind.
Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.
A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.
Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.
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To thrive in the marketplace, you need more than just a strong work ethic and a great product or service.
Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.
We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.
We have the knowledge and resources to assist you in every step of your financial journey.
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Access our blog offering relevant, useful, and educational content.
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Check out our many financial educational events designed with you and your employees in mind.
Employer-sponsored qualified retirement plans are some of the most powerful retirement savings tools available. Learn why!
Greg Wachter returns to the Master Your Money podcast to talk more about how to build your buffer within your retirement plan. Part 2!
Retirement healthcare planning is the process of strategizing and securing healthcare coverage and funds for medical expenses during retirement.
You’re about to receive a distribution from a 401(k) plan, and you’re considering a rollover. There are some pitfalls you’ll want to avoid.
When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways
Financial planner and author, Mike Lynch, joins Master your Money to discuss the cost of healthcare during retirement.
Concerned about protecting your assets and keeping your financial independence in your later years? Long-term care insurance may be for you.
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets like life insurance. Learn more!
Many people plan for retirement based upon varying factors and circumstances, but it’s also all about the power of compound interest
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