600 University Street,
We are very happy to announce that InPlan Financial is now part of Barnum Financial Group (“Barnum”). A dominant presence on the East Coast, Barnum is an award-winning organization with deep expertise in the areas of investment management, retirement planning, asset protection, income generation, and financial wellness. They are also a fun, family-focused team just like us.
This is a very exciting change, giving us increased resources and support to, in turn, provide you with better and more comprehensive service. To leverage their brand awareness, we will now be known as Barnum Financial Group - West Division.
Nothing is changing for you in terms of your portfolios, account access, or other aspects of your relationship with us. This alliance is simply about creating additional value for you.
Our team is growing, and we will eventually be changing our address, but for now this will stay the same. In the meantime, we are looking forward to the weeks and months ahead.
Sincerely,Scott & Judah