Services
Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Financial Planning
Personalized financial planning is integral to everything we do at Barnum Capital Management. Using innovative digital tools paired with a hands-on people-first approach, we make your money work harder and smarter for you.
Wealth Management
Our process includes thoughtful asset allocation, believing that diversifying investments across multiple asset classes is critical to successful, long-term investment management.
Risk Management
We are proud to offer custom solutions from trusted insurance firms with whom we have long-standing relationships. We are always available to review your portfolio, help assess risks and recommend coverage that helps protect what’s important to you.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
jian@barnumfinancial.com | (203) 689-9025