An individual retirement account (IRA) is a tax-advantaged account that individuals use to save and invest for retirement. The Internal Revenue Service (IRS) also uses the term also IRAs) to broadly refer to individual retirement accounts, individual retirement annuities, and other trusts and custodial accounts that act as personal savings plans with tax advantages for setting aside money for retirement.
TEAM MEMBERS LINKS
Appointment with Jake
Schedule an appointment here
Appointment with Sue Ann
Appointment with Jessica
We take a personalized approach, working to understand what is most important to you, both personally and professionally. We then use our collective expertise to develop thoughtful financial solutions to help you achieve the future you want.
Our focuses include wealth accumulation, asset protection, retirement planning, and income generation strategies utilizing products and programs from a wide-range of industry-leading financial services and investment management firms. Underscoring all we do is a deep commitment to providing you with the knowledge you need to make informed financial decisions with confidence and with quality service throughout our relationship.
Other Areas of Focus:
Retirement Planning | Investments | Tax Management | Employee and Executive Benefits | Estate Conservation | Risk Management | Education Funding
Our experienced and enthusiastic team thrives on client satisfaction. Please visit our team page to learn more about our advisors.
Enjoy the fruits of your labor. Barnum will help plan for your retirement and excite you for what’s to come.
Feel confident about your future financial security. At Barnum we can help to keep you protected when you may need it most.
The Best time to start thinking about estate planning is now. At Barnum we will work with you to create a comprehensive estate plan.
Sign into your account
Select a Product or Service