My Services

Jon offers you access to an array of financial solutions designed to help you achieve your short-term objectives and long-term goals.

Estate Planning: We will work with you to put in place strategies to help take care of your loved ones financially after you are gone. Without an estate plan, a significant part of your estate can be lost to taxes or go to unintended beneficiaries. We can work with you to tailor an estate plan that assures the legacy you desire.

Retirement Planning: Virtually every financial decision you make will impact how you live during your retirement years. We have the experience to help you develop a comprehensive strategy and will work with you over the years to make sure that plan evolves as needed.

Investments: We can design a strategy that incorporates your risk and return preferences with access to a range of investment vehicles including individual stocks and bonds, mutual funds, annuities, and professionally managed accounts.

Risk Management: We can do a risk assessment and find ways to better protect your income and assets.

Reduction Strategies: We can identify opportunities and implement strategies that can help reduce the impact of taxes on investment returns and income

Special Needs Planning: We can help you plan for the future of your dependents with special needs, to achieve not just lifetime care, but quality of life.

Employee and Executive Benefits: We offer a range of products and services including group and voluntary benefits, executive benefits, retirement and savings programs and individual financial services. Each program is supported by an exceptional level of service for you and your employees. Additionally, we can benchmark your current benefit programs against a variety of alternative carriers and companies to help you get the best plans at the best cost for your business.

Employee Education and Guidance: Barnum offers corporations and not-for-profit organizations a comprehensive turnkey employee education solution. PlanSmart® connects the benefits you offer with your employees’ overall financial strategy, resulting in increased benefit utilization and overall loyalty. These highly effective education programs are provided at no cost to you or your employees.

Career Specific Strategies: Certain careers, like medical professionals and professional athletes, have unique cash flow, savings, investment, and insurance needs. We can bring the expertise to address the issues and opportunities specific to your career.