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Helping You Achieve Financial Dreams

Unlock the potential of your financial aspirations with our expert guidance, as we commit to turning your dreams into achievable, personalized financial plans.

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Nurturing Your Financial Well-being

Dive into a personalized financial journey where your aspirations meet our expert guidance, ensuring every financial decision enriches your life.

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Crafting Your Financial Future

Together, we’ll design a financial strategy that reflects your personal goals and dreams, meticulously tailored to your life’s priorities.

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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

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Target Allocation

60% Stocks / 40% Bonds & Cash

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Balanced Income & Growth

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Target Allocation

70% Stocks / 30% Bonds & Cash

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Moderate Growth

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Target Allocation

80% Stocks / 20% Bonds & Cash

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Growth

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Target Allocation

90% Stocks / 10% Bonds & Cash

Focus

Growth

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Target Allocation

95% Stocks / 5% Bonds & Cash

Focus

Growth

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American Lifestyle

November 2024 Edition

  • A Reclusive Retreat
  • Holiday Travel Made Easy
  • A Season of Sweets
  • Make Thanksgiving a Celebration of Community