Strategic Solutions for Complex Problems
Empowering Your Financial Decisions by Crafting Clear and Actionable Solutions
You're in the Right Place!
If you were referred to Barnum by a current or former employer about your MetLife benefits, you are in the right place! We would be happy to work with you as you transition through this benefit change.
How We Can Help
Financial Planning
We can help build and manage your wealth, protect your assets, plan for retirement, and minimize taxes. A proper plan is tailored to your personal goals and customized to enhance your ability achieve them.
Corporate Education
As an employer, it’s in your best interest to help your employees learn how to manage their money. Our programs provide employees the information they need to make critical financial decisions.
Transitional Planning
Our team specializes in guiding families and individuals through financial transitions. We work to highlight key areas of focus if you’re no longer with your employer.
Inheritance Planning
When you inherit, you risk receiving less than you were meant to unless you work with a professional to plan. It is critical to understand the best way to receive and invest inherited assets.
Here's How it Works
1. Discover
We gain a deep understanding of your situation, goals, and the people and causes you care about.
2. Analyze
We analyze your data to create a clear picture of your current position to compare with your future goals and ambitions.
3. Recommend
Using our analysis, we identify gaps and areas of opportunity within your financial strategy.
4. Support
We provide ongoing guidance, monitor progress, and adjust strategies to help ensure alignment and success.
Clarity begins with a conversation.
Book your complementary consultation today.
Get Started
Unbiased advice with a diverse product selection.
We are committed to finding solutions that fit your unique needs. Should you choose to work with us, we have a broad range of companies and partners to consider.
Putting you at the center of everything we do.
We want to demystify and simplify the financial management process to give you greater control and confidence. We promise a transparent process that will always put your needs first. We strive to provide a level of service that is respectful, efficient, and enjoyable.