Product Offerings

  • Life insurance
    • Term
    • Whole life
    • Universal
    • Variable universal
    • Life and long-term care combination
  • Home and auto insurance
  • Disability income insurance
  • Umbrella liability insurance
  • Individual retirement accounts
  • 529 Plan
  • Investments
    • Stocks
    • Bonds
    • Mutual funds
    • Individually managed accounts
    • Exchange traded funds
    • Unit investment trusts
  • Annuities
    • Variable
    • Fixed indexed
    • Deferred
    • Income
    • Immediate
  • Group benefits
    • Life insurance
    • Disability income coverage
    • Critical injury
    • Accident
    • Healthcare
    • Vision and dental
    • Legal and identity theft
    • Travel
  • Executive benefits
    • Executive group life
    • Executive individual disability income insurance

Service Offerings

Financial Planning

We have the knowledge, credentials, and resources to help you take a comprehensive view of your finances and plan a holistic approach to manage them to best meet your long-term goals.

Retirement Planning

Virtually every financial decision you make will impact how you live during your retirement years. We have the experience to help you develop a comprehensive strategy and will work with you over the years to make sure that plan evolves as needed.


We can design a strategy that incorporates your risk and return preferences with access to a range of investment vehicles, including individual stocks and bonds, mutual funds, annuities, and professionally managed accounts.

Estate Conservation Strategies

We can help make sure that your loved ones are taken care of financially after you are gone. Without an estate plan, a significant part of your estate can be lost to taxes or go to unintended beneficiaries. We can work with you to tailor an estate plan that assures the legacy your desire.

Financial Wellness Programs

Barnum offers corporations and non-profit organizations a comprehensive turnkey solution that connects the benefits you offer to your employees’ overall financial strategies resulting in increased benefit utilization and overall loyalty. These workshops are provided at no cost to you and your employees.

Employee and Executive Benefits

We offer a range of products and services, including group and voluntary benefits, executive benefits, retirement and savings programs, and individual financial services. Each program is supported by an exceptional level of service for you and your employees. Additionally, we can benchmark your current benefits program against a variety of alternative carriers and companies to help you get the best plans at the best cost for your business.

Tax Minimization

We can identify opportunities and implement strategies that can help reduce the impact of taxes on investment returns and income.

Special Care Planning

Our designated Special Care Planners can help you prepare for the future of your dependents with special needs to achieve not only lifetime care but also the quality of life you want for them.

*Offered only by Special Care Planners

Find out how to secure your financial future

Achieving your financial goals doesn’t happen by accident. It takes patience and planning to create the kind of possibilities that money can buy.