The SKG Team at Barnum Financial Group

The SKG Team at Barnum Financial Group At SKG, a team within Barnum Financial Group, we work to bring you closer to your financial goals. We take a different approach. Member SIPC (www.SIPC.org).

The growth of The SKG Team is the direct result of our philosophy: we believe our clients deserve more. You deserve personal attention, tailored solutions, and expert advisors who are in it for the long haul with you. Our desire to deliver timely advice and insightful guidance is born from seeing how the old paradigms fall short. We factor in every aspect of your life—short-term objectives and lon

g-term goals, personal dreams and business ambitions. Yes, you get a dedicated advisor. But you also get the collective knowledge and extensive resources of a team. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Supervisory address: 6 Corporate Drive, Shelton CT 06484. 203-513-6000

06/08/2026

You might not owe federal estate tax, but your state? That's a different story. Twelve states have their own estate tax, and the exemptions are a lot lower than most people expect. Where you live matters just as much as what you have. Watch to find out more. If you have any questions on your situation, the SKG Team is here to help guide you.

Birthdays are in the air over at SKG, we're celebrating not one, but two special teammates this week! 🎉A very happy bir...
06/07/2026

Birthdays are in the air over at SKG, we're celebrating not one, but two special teammates this week! 🎉

A very happy birthday to David (6/7), the reigning SKG People's Choice Award winner! David was recognized by his peers for his hard work and dedication to the team, and it's well deserved. Wishing you a fantastic day, David!

And a big happy birthday to Jason Alvarez (6/10), our newest business analyst and die-hard Yankees and wrestling fan! If you can't find Jason at his desk, there's a 99.9% chance he's cheering from the stands. Hope your birthday is as exciting as a walk-off win, Jason! ⚾🎂

With sweeping tax changes now in effect, many investors are taking a fresh look at Roth conversions as a long-term wealt...
06/06/2026

With sweeping tax changes now in effect, many investors are taking a fresh look at Roth conversions as a long-term wealth strategy. Converting pre-tax retirement dollars into a Roth account means paying taxes now in exchange for tax-free growth and withdrawals down the road. It's not the right move for everyone, but in the current environment, it's a conversation worth having. The SKG team is here to talk through whether it makes sense for your plan.

Before choosing any financial product, it’s important to start with the “why.” Annuities can serve different purposes de...
06/04/2026

Before choosing any financial product, it’s important to start with the “why.” Annuities can serve different purposes depending on your goals, whether that’s creating predictable income, adding tax-deferred growth, or providing added protection in retirement. The key is making sure the strategy fits your bigger financial picture, not the other way around.

If you’re unsure where to start, a quick review of your goals can make the decision much clearer. https://bit.ly/4ephTVe

Wishing a very happy birthday to Louis! Louis recently joined our insurance operations team, where he plays a key role i...
06/04/2026

Wishing a very happy birthday to Louis! Louis recently joined our insurance operations team, where he plays a key role in guiding clients through the life insurance application process and helping them get to the finish line. We're so glad to have you, Louis, hope your day is a great one! 🎉

06/03/2026

Do you know how each of your assets would transfer to your loved ones? The answer might surprise you. From retirement accounts to real estate, the rules are different for each one, and the details matter more than most people think.

Did you catch Chris Kampitsis' feature on CNBC earlier today? If you missed it, watch the full clip and hear why Chris b...
06/02/2026

Did you catch Chris Kampitsis' feature on CNBC earlier today? If you missed it, watch the full clip and hear why Chris believes now may be the time to take profits before pre-midterm election volatility shakes the market. This is one you'll want to hear. 🎯

🔗 https://bit.ly/4e0Mkju

Is now the time to take profits? Chris Kampitsis was featured on CNBC sharing his current market outlook, and his perspe...
06/02/2026

Is now the time to take profits? Chris Kampitsis was featured on CNBC sharing his current market outlook, and his perspective may surprise you. With significant gains over the past nine weeks, he breaks down why a pullback may be on the horizon and what investors should be thinking about ahead of the U.S. midterm elections. 📊

🔗 https://cnb.cx/49wPJVQ

What does a downward GDP revision really mean for the economy, and for your financial future? Our team weighs in on the ...
05/29/2026

What does a downward GDP revision really mean for the economy, and for your financial future? Our team weighs in on the latest data in a recent Reuters, Yahoo Finance, and MSN feature.

Click the link below to watch the clip:
https://reut.rs/4nWU2Q5

May 29 is , and it's a great reminder to start (or revisit) your college savings plan. A 529 plan offers tax-advantaged...
05/29/2026

May 29 is , and it's a great reminder to start (or revisit) your college savings plan. A 529 plan offers tax-advantaged growth that can make a real difference over time. The SKG team is here to talk about your options.

Address

565 Taxter Road, Suite 625
Elmsford, NY
10523

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 10am - 1pm

Telephone

+19143722895

Website

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