Broker Check

45 Glastonbury Boulevard, Glastonbury, CT 06033

(860) 258-3860
RFWTeam@Barnumfg.com
Account Access

Transform Uncertainty Into Confidence with Expert Financial Planning

Discover the clarity and assurance your future deserves.

Let's Get Started

Financial Planning

A comprehensive, personalized plan for your financial goals.

Learn more

Retirement Planning

Strategies for a comfortable and secure retirement.

Learn more

Investment Management

Align your investments with your goals and risk tolerance.

Learn more

Tax & Estate Planning

Minimize taxes and ensure your estate is well-structured.

Learn more

Insurance & Risk Management

Protect your assets and wealth.

Learn more

Social Security & Medicare Planning

Maximize benefits and coverage for your retirement.

Learn more
Referred To Barnum By A Current Or Former Employer About Your MetLife Benefits?

Referred To Barnum By A Current Or Former Employer About Your MetLife Benefits?

You're in the right place! We would be happy to work with you as you transition through this benefit change.

Navigating Life's Complex <br/>Financial Questions With Clarity

Navigating Life's Complex
Financial Questions With Clarity

We understand the confusion and challenges you face when it comes to managing your finances, and our dedicated team is here to offer expert guidance, personalized strategies, and ongoing support to help you achieve your financial goals with confidence and clarity.

Financial Solutions For Every Stage Of Life

Whether you’re just starting out or planning for retirement, we’re here to guide you. We specialize in helping individuals and families at various stages of life, including:

Young Professionals

Young Professionals

Build strong financial habits and prepare for long-term success.

Families

Families

Manage debt, save for college, and plan for a secure future.

Pre-Retirees &#38; Retirees

Pre-Retirees & Retirees

Navigate retirement savings, Social Security, and tax-efficient withdrawal strategies.

Career Transitioners

Career Transitioners

Receive expert guidance during job transitions, business sales, or early retirement.

Small Business Owners

Small Business Owners

Balance personal and business finances, with an eye on growth and succession planning.

A Proven Process for Financial Security

Simple steps toward a stronger financial foundation

Schedule A
Consultation

Arrange a Zoom meeting or call.

Provide Your
Information

Upload relevant financial documents for review.

Receive Tailored
Insights

Review a comprehensive analysis based on your unique situation.

Choose The
Right Strategy

Collaborate with our team to determine the best approach for your needs.

Start Your Journey

Resources

Client Centered

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Learn More

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Learn More

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Learn More

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Learn More

Contact Us
Ready To Turn Your Financial Dreams Into Reality?

The future doesn’t wait—and neither should you. Let’s break through the noise and build a strategy that puts you in control. Whether you're planning your dream home, securing a smooth retirement, or preparing for life's next big step, we’re here to make it happen—boldly and confidently.

Thank you!
Oops!