Our business is built on a foundation of thoughtful client relationships. Now is the best time to start thinking about estate planning, not when you are retiring. There is no wealth requirement and no minimum age. An estate plan clarifies how you would like your assets divided up after you are no longer living. You can always make changes to your plan, but without one in place, the state makes decisions on your behalf. Reach out to one of our team members today or you may schedule your own appointment by clicking on the team members link below.
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.
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