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Financial Planning with a Multigenerational Perspective

Feeling lost in a sea of financial questions? Future goals like retirement can be confusing and stressful to think about and plan for, which is why many put it off and don't act. We understand. We utilize our vast experience, across multiple generations, to offer personalized planning and the strategic guidance needed to navigate your financial future. 

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What We DoHolistic Planning for
Your Life Goals

We take a holistic view of your financial situation, beyond just your investments. We break down the complexities of personal finance and help you understand what's needed to make your dreams a reality. From social security to retirement and estate planning, we can help secure your future. As your guide, we will consider your tax implications, estate planning needs, and risk tolerance to ensure a comprehensive strategy. 

Who We HelpDecades of experience makes a difference

We help individuals and families navigate their financial goals. While we work with people from all walks of life, we specialize in helping K-12 educators, medical professionals, and those in career transitions. Whether you're managing student loans, planning for retirement, or navigating a career change, We will provide personalized guidance to help you achieve financial security.

Individuals & Families

Individuals & Families

From insurance protection and investment managment to retirement planning, social security and estate planning, we can help you secure the financial future of you and your loved ones.

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Medical Professionals

Medical Professionals

Student loans, disability income insurance, and complex retirement plans – we specialize in helping medical professionals navigate it all to help you achieve financial freedom.

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K-12 Educators

K-12 Educators

We help K-12 educators navigate contribution limits, choose the right investment mix, and optimize your 403b plan for a comfortable retirement. Let's turn your passion for teaching into financial security.

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Career Transitions

Career Transitions

A strong financial plan is one that’s flexible and adaptable when life throws you a curve ball. We are ready to face any career transition you might encounter and ensure your financial future is secure.

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Our servicesMission-Driven Wealth Management

Financial Planning

Custom guidance to help achieve your financial goals through budgeting, investing, and risk management.

Retirement Planning

Planning and saving to secure financial freedom later in life from Investments, pensions, and 403bs to using that money in retirmeent

Wealth Accumulation

Building wealth through investing and risk-managed strategies.



Life
Insurance

Provided financial protection for loved ones upon your passing, offering a lump sum death benefit to cover expenses or replace income.

Estate
Planning

Safeguard your assets, ensuring their smooth distribution after your passing, minimizing legal complexities and potential tax burdens for your loved ones.

Risk
Management

Proactive strategies to identify, assess, and mitigate potential threats to financial goals.


Our Process
We strive for excellence as much as you do.

1. Discovery

We start by listening to your concerns and aspirations. Together, we define your financial goals for the future and work to build a roadmap to achieve them.

2. Analysis

We gather your financial details and analyze them thoroughly. During this analysis, we identify areas aligned with your goals and potential opportunities to gain clarity on your financial path forward.

3. Implementation

We present our actionable recommendations in a simple way that is easy for you to understand. We then guide you through implementation and conduct regular reviews to keep you on track to your financial goals.

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You're In The Right PLACE!Referred to Barnum by a current or former employer about your MetLife benefits?

We would be happy to work with you as you transition through this benefit change. Please use the button below to schedule an appointment with us.

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

Resources
Knowledge leads to financial freedom.

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

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Bursting the Bubble

Bursting the Bubble

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A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

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Let's Talk About Your Goals

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