Tyler Lilly - Barnum Financial Group

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Tyler Lilly - Barnum Financial Group As a graduate of SUNY Cortland (B.A.) His ability to build genuine, long-lasting relationships ensures clients feel valued and supported every step of the way.

With firsthand experience sitting on the client’s side of the desk, Tyler Lilly understands the importance of having a trusted financial professional who truly listens. Before entering the financial services industry, Tyler managed 110 drivers at UPS, where he mastered leadership, organization, and strategic problem-solving—skills he now applies to helping clients achieve their financial goals. and IONA College (M.A.), and a former college athlete, Tyler combines discipline and dedication with a results-driven mindset. Tyler specializes in crafting customized financial strategies that align with his clients’ unique objectives. Whether navigating retirement planning or risk management, Tyler’s structured yet approachable method empowers clients to make informed decisions with confidence. Outside of his practice, Tyler is a proud father, husband, Olympic weightlifting enthusiast, and self-taught cinematographer. His creative skills and technical expertise allow him to communicate complex financial concepts in clear and actionable ways. With a keen understanding of the balance between living for today and planning for tomorrow, Tyler is committed to helping clients secure their financial futures while enjoying life’s journey. Disclosures:
https://barnumfinancialgroup.com/representative/tyler-lilly/

Choosing the between a high-deductible vs. a low-deductible health plan depends on your full financial picture. Find out...
10/16/2026

Choosing the between a high-deductible vs. a low-deductible health plan depends on your full financial picture. Find out which plan might be right for you!

https://bit.ly/3TFJbPZ

CRN202909-12132758

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your r...
10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

Ready to start building wealth? It all begins with a plan saving, budgeting, investing, diversifying.    CRN202807-91779...
10/14/2026

Ready to start building wealth? It all begins with a plan saving, budgeting, investing, diversifying.



CRN202807-9177986

Open Enrollment is an opportunity to calibrate your entire financial picture. Find out how a financial professional from...
10/14/2026

Open Enrollment is an opportunity to calibrate your entire financial picture. Find out how a financial professional from Barnum Financial Group can help you!

https://bit.ly/3VKMIgu

CRN202909-12132758

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

55% of working Americans believe they’ll still have access to benefits after leaving their job, but many find out too la...
10/09/2026

55% of working Americans believe they’ll still have access to benefits after leaving their job, but many find out too late that they don’t. That’s where we step in. Our advisors help clients navigate this exact moment before coverage is lost and mistakes are made.

Download the case study here: https://bit.ly/4hHCXGY

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money managemen...
10/08/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

Let the fall festivities begin! But more importantly, it’s open enrollment season, and we’ve got you covered with three ...
10/07/2026

Let the fall festivities begin! But more importantly, it’s open enrollment season, and we’ve got you covered with three of our four Barnum Report articles focused on open enrollment.
• Open Enrollment Guide: What to Review Before the Deadline
• High-Deductible vs. Low-Deductible: How to Actually Choose the Right Health Plan
• Why High-Net-Worth Individuals Are Moving Beyond Stocks and Bonds
• The HSA Advantage: Why This Account Deserves More Attention During Open Enrollment

https://bit.ly/47Ly8rz

CRN202909-12132758

Retirees with annuities have reported higher well-being than those with defined contribution plans. Let’s talk about how...
10/01/2026

Retirees with annuities have reported higher well-being than those with defined contribution plans. Let’s talk about how reliable guaranteed income can take the stress out of retirement.

Discover why annuity owners value lifetime income for financial security, peace of mind, and protection against market volatility and inflation.

The question that's been burning through all business solutions circles. What is a Buy-Sell Agreement and Does Your Busi...
09/30/2026

The question that's been burning through all business solutions circles. What is a Buy-Sell Agreement and Does Your Business Need One? If you’re not sure, check out this article now!

Read More: https://bit.ly/4ynWSlp

CRN202908-11914229

Address

565 Taxter Road Suite 625
Elmsford, NY
10523

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