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Executive Services

Today’s many challenges require your time and energy to develop and implement strategic solutions to manage and grow your business. At the same time, you face unique challenges and opportunities when it comes to managing your own wealth.

Whether you have just made it to the upper levels of your organization or are nearing the end of a long, successful career, Barnum Wealth can help you manage your financial affairs to enable you to live the future you want and give you more time to focus on your professional and personal responsibilities.

Our goal is to help simplify your life, free up your time, secure your future and reduce your risks. We do this by focusing on:

  • Goal setting
  • Cash flow management
  • Debt management
  • Compensation planning
  • Stock option maximization strategies
  • Pension plan and cash balance maximization
  • Concentrated stock planning
  • Asset protection and risk management
  • Retirement planning
  • Legacy planning

We can also work with your organization to provide financial education and guidance for your employees. Barnum Wealth offers to help you provide employees with the objective financial and retirement education they need and want through a comprehensive turnkey solution that connects the benefits you offer with each employee's overall financial strategy resulting in increased benefit utilization and overall loyalty. These highly effective programs are provided at no cost to you or your employees.