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Executive Services

Today’s many challenges require your time and energy seeking 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 nearing the end of a long, successful career, Barnum 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

Providing education and guidance for your employees

To help you provide employees with the objective financial and retirement education they need and want, Barnum Financial offers PlanSmart ®, a comprehensive turnkey solution that connects the benefits you offer with your employees' 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.

We offer a number of specific program giving you the option to use one, some or all a best suits your organization:

  • Retirewise® Workshop Series: Designed to take a holistic educational approach to the issues surrounding retirement and help your employees take more control over planning for their later years.
  • Topic Workshops: A menu of one hour workshops that cover relevant topics of interest to employees of varying ages.
  • Special Needs Planning: Comprehensive planning assistance to help employees recognize the issues and gain a better understanding of how to plan for the future financial well-being of their special needs dependent.