Team RDM at Barnum Financial Group
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Empowering individuals and families to achieve financial security Through a team approach, we work together to explore your financial goals and aspirations.
Our mission is to provide you with the framework to make important financial decisions that help you grow and preserve your wealth and plan for future generations. Then we collaborate to create investment and protection strategies that can put you on a better path to meet your goals and that we can adapt over time to address your changing needs. We offer a full complement of services that you may
06/09/2026
Retirement planning is an ongoing, fluid process with many pitfalls along the way. Here are six of the most consequential retirement mistakes. What they look like, why they happen, and how to avoid them.
Read More: https://bit.ly/4ojI1o6
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06/03/2026
With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.
06/02/2026
529 Plans are more powerful than ever and account for more than 30% of all education savings plans and are the most popular of their kind. It’s never to early to get the facts about college planning.
Click to learn more: https://bit.ly/3SfAJFK
CRN202905-11108027
05/29/2026
Contact me to schedule a conversation tailored to your needs, whether you’re updating beneficiaries and titling, reviewing wills and trusts, or discussing how to document your wishes.
05/27/2026
70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing growth with reliable income can help your retirement plan stay on track. Let’s go over your options.
05/26/2026
What is Disability Income insurance? It’s one of the most overlooked pillars of personal financial planning. yet the risk of disability is real. Find out if you’re protecting your greatest asset…your income.
Click to read more: https://bit.ly/4abjj3b
CRN202905-11108027
05/25/2026
Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.
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Website
Address
Guilford, CT
06437
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |