Team Carriere
Kevin joined Barnum over 30 years ago so that he can offer his clients a wide array of financial products and services with first-class customer support. As a team, we provide knowledge and value to our clients while exemplifying the utmost standards of professionalism, truthfulness, and integrity. We take the family dynamic into our business and handle all of our clients with the proper care they need. The products and services we can offer include life insurance, disability income insurance, long-term care insurance, plus various retirement, estate, investment, and education funding strategies.
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Our Promise
Create confidence through knowledge
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.
Your trusted partners
We serve as your advocate, working with your other trusted advisors to bring all of the pieces of your financial life together.
Help You optimize Your financial situation
We help you find untapped opportunities, manage risks, deal with uncertainties, and anticipate challenges.
