Broker Check

Client Experience

Strategies That Meet Your Needs

We offer you access to an array of financial solutions designed to help you achieve your short-term objectives and long-term goals. We offer the scope of a national financial services firm, with access to financial planning, investments, and protection products, while providing a level of personalized service and attention found at a boutique firm.

The Process

  1. The process begins with an initial consultation. Together, we gather data about your financial situation and goals and get a better understanding of what’s important to you and your family’s financial future.
  2. After the initial meeting, we will gather your important financial documents and analyze your situation and identify potential strategies and solutions.
  3. Then, we will meet with you to provide a clear understanding of our recommendations. Helping you get from where you are to where you want to be.
  4. Once your strategy is implemented, we will meet with you on a regularly scheduled basis, helping you stay on track. You will receive ongoing communication about how things are progressing.

You will always have the ability to reach out and contact us whenever you need to.

Retirement Planning

Our experience can enable you to implement a strategy to help maximize your retirement savings, while employing a diversified asset allocation strategy. This will allow you to generate additional income during retirement, and protect your assets should you become seriously ill or injured.

Tax Planning

We can identify opportunities and implement strategies to work together to minimize risk, maximize benefits and create appropriate pans to achieve goals and protect family and wealth that can help reduce the impact of taxes on investment returns and income.

Estate Planning

Regardless of one's net worth, we can assist you in putting a strategy in place to accomplish what is needed to provide your beneficiaries and charitable giving goals while minimizing taxes.


The foundation of any financial strategy is insurance. We can analyze your situation and find ways to help protect you, your family, your income and your assets. We can extend that service to help protect your business interests as well as those of your employees.


The wealth you have acquired gives you an opportunity to create a lasting legacy supporting issues, organizations, and causes that are important to you. We can show you specific strategies to help structure your charitable giving to ensure that it is effective and efficient.

Special Needs and Elder Care Planning

As Special Needs Planners, we can show you ways to help secure a lifetime of care, quality of life and financial freedom for dependents and elderly family members, as well as peace of mind for caregivers. Our network of external professionals (ie. Attorneys and CPAs) are available for consultation should you not have an experienced professional of your own.

Group Benefits

Our consultative approach goes beyond the traditional broker role. We have in-house, a division dedicated to group benefits. We can benchmark your current benefit programs against a variety of alternative carriers and companies to help you get the best products at the best cost for your business.

Barnum does not provide tax or legal advice. Please consult your tax advisor or attorney for guidance.