Our Services

At Barnum Financial Group, our representatives' primary goal is to help clients enjoy a comfortable lifestyle today, and look forward to a financially secure future by guiding them through today's changing financial landscape.
 
Products and Services:
  • Financial Needs Analysis
  • IRAs ( Traditional / Roth / Educational / SEP / Simple )
  • Estate Analysis
  • Qualified Plans ( 401K / 403B )
  • Life Insurance
  • Disability Income Insurance
  • Long - Term Care Insurance
  • College Funding Strategies
  • Business Insurance
  • Group Employee Benefits
Mutual Fund Families
  • More than 150 Mutual Fund Families to choose
Investment and Retirement Products
  • Annuities ( Fixed and Variable )
  • Brokerage Accounts
Qualified Plan Analysis and Business Planning for Employers
 
I can assist employers with reviewing their current qualified plans in place, as well as, benefit programs. In addition, protection and business succession strategies are assessed for partnerships and small business owners.
 
If you are interested in learning more information regarding this topic, please contact me at at 401-243-8820.

Some health insurance products offered by unaffiliated insurers.