It is fitting that this month is dedicated to Financial Wellness. Typically, after the rush of the holiday season, we tend to sit back and review all those wonderful bills and end of year statements that ring in the new year. This is a great time to get a Financial Check Up! Let our team help you get back on track for 2022.
Please call for an appointment today to book an appointment - 401.243.8872 or email @ email@example.com
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success. We are also taking new clients, upon referral. If you know of anyone that could benefit from our experience, please have them reach out to us. We are here to help!
TEAM MEMBERS LINKS
Appointment with Jake
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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.
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