How We Can Help You

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