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How We Can Help You

Client Centered

At Barnum Financial Group, our primary goal is to help clients enjoy a comfortable lifestyle today, and look forward to a financially secure future by guiding them through today’s changing financial landscape.

Local residents and businesses rely on us to help secure their financial futures, but our commitment doesn't end there. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work. Here's how we are making a difference in our communities.

Our community involvement through charitable organizations and civic events is deeply important to us and our time and resources invested are additional reasons we've earned trust from so many in this area.

For Individuals and Families

Retirement Planning

  • Individual Retirement Accounts
  • Lump Sum Distributions and Rollovers
  • Retirement Income Strategies

Estate Planning

  • Estate Conservation
  • Wealth Transfer
  • Legacy Planning
  • Charitable Bequests

Risk Management

  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Investment Management 

Personal Finance

  • Budgeting and Cash Flow Management
  • Education Funding
  • Charitable Giving

For Business Owners, Executives, and Their Employees

Barnum Financial Group works with business owners and senior corporate executives on a range of strategies and benefit programs:

  • Corporate Benefit Review and Analysis
  • Corporate Benefit Plans (401(k) and 403(b) Plans)
  • Financial Education and Guidance for Employees
  • Executive Wealth Management Strategies

  • Voluntary Benefits Programs
  • Key Employee Insurance
  • Buy-Sell Agreement Funding
  • Business Continuation Strategies