Broker Check

Transitional Planning

<strong>Referred to Barnum by a current or former employer about your MetLife benefits?</strong>

Referred to Barnum by a current or former employer about your MetLife benefits?

A career transition, no matter the circumstance, is filled with financial decisions that can be confusing and time-consuming.

MetLife has a special arrangement with Barnum Financial Group that allows us to assist the individuals covered under their employer’s group life insurance program with obtaining the information they need to make timely and knowledgeable decisions.

Our team specializes in working with families and individuals who may need guidance while going through a financial transition. The areas below highlight how we can make an impact if you’re no longer with your employer.

Benefit
Transitions

If you’re transitioning from a job, do you have a plan in place to continue the benefits you had through your former employer?

Transitional
Financial Planning

Years of experience have prepared us to help guide you through your life transitions. Our team will develop a roadmap to set you up for financial success.

Retirement
Planning

How is your retirement savings looking? We can review your retirement goals, see where you are now, and help you develop a strategic and achievable plan.