Helping You Capitalize On Emerging Opportunities & Avoid Unexpected Risks
Our goal is to structure a relationship that reflects the many ways in which your personal and financial lives interact. We will listen carefully, analyze thoroughly and will provide financial products and services to help you meet your financial goals.
Your life is dynamic and evolving. To be effective, your financial strategies must keep pace. My team and I work to align strategies with opportunities while maintaining sight of your situation. The team works together, analyzing information, sharing ideas, to help ensure that each product and service that we present to you is consistent with your overall strategy.
Our Capabilities
Retirement Planning
Our team uses deep financial expertise to tailor retirement strategies that fit your goals and needs, ensuring a smooth transition into retirement with a focus on financial security and achieving your aspirations through personalized guidance.
Financial Planning
We understand your situation, goals, and values to create a tailored savings and investment strategy. Offering guidance at any life stage, we provide the tools and solutions to manage finances, plan for future expenses, and achieve your envisioned future.
Risk Management
Insurance is key component to wealth management. We evaluate your current insurance, uncover hidden risks, and seek new opportunities to protect your wealth.
Wealth Management
Our advisors align your financial goals with strategic portfolio recommendations, offering support from initial portfolio creation to complex wealth management to help you meet your financial objectives.
Transition Solutions
Referred to Barnum by a current or former employer about your MetLife benefits? You’re in the Right Place! We would be happy to work with you as you transition through this benefit change.
Explore Our Portfolios
60% Stocks / 40% Bonds & Cash
Balanced Income & Growth
70% Stocks / 30% Bonds & Cash
Moderate Growth
80% Stocks / 20% Bonds & Cash
Growth
90% Stocks / 10% Bonds & Cash
Growth
95% Stocks / 5% Bonds & Cash
Growth
American Lifestyle
November 2024 Edition
- A Reclusive Retreat
- Holiday Travel Made Easy
- A Season of Sweets
- Make Thanksgiving a Celebration of Community