Dhilan Shah, CPA, Financial Planner, Barnum Financial Group

Dhilan Shah, CPA, Financial Planner, Barnum Financial Group Together we will create a financial strategy that addresses both your near-term realities and your long-term challenges and goals.

Areas of focus include retirement planning, insurance protection, investment management, education
funding, and more.

Happy Labor Day! Hope everyone has a nice and relaxing weekend.
09/07/2026

Happy Labor Day! Hope everyone has a nice and relaxing weekend.

It's important to be prepared, so hopefully, you’ve already avoided these 5 social security mistakes, but just in case, ...
09/01/2026

It's important to be prepared, so hopefully, you’ve already avoided these 5 social security mistakes, but just in case, let’s review.

Read More: https://bit.ly/3UxViyr

CRN202907-11773768

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Key Person Insurance is important for every business owner. If one of your best employees can no longer work, what will ...
08/26/2026

Key Person Insurance is important for every business owner. If one of your best employees can no longer work, what will you do? Find out all about key person insurance.

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

CRN202907-11773768

You save, you build, and you work hard, but is your protection keeping up? Let’s make a plan that fits your evolving nee...
08/25/2026

You save, you build, and you work hard, but is your protection keeping up? Let’s make a plan that fits your evolving needs.

When should you retire? It’s a series of interconnected decisions and calculations, each of which affects the others. Th...
08/21/2026

When should you retire? It’s a series of interconnected decisions and calculations, each of which affects the others. This article dives into all your questions.

Read More: https://bit.ly/3ULsQco

CRN202907-11773768

There’s a difference between AI as a financial resource or as a financial advisor. In this article, we discuss how and w...
08/19/2026

There’s a difference between AI as a financial resource or as a financial advisor. In this article, we discuss how and when to use AI for financial advice.

Read More: https://bit.ly/4gq951j



CRN202907-11773768

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.Many families are starting conv...
08/17/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

India’s Independence Day honors the vibrant legacy of family traditions, cultural stories,and strong values that connect...
08/15/2026

India’s Independence Day honors the vibrant legacy of family traditions, cultural stories,
and strong values that connect generations. We’re proud to celebrate the richness of the Indian community and wish all who celebrate a joyful Independence Day.

We’ve entered the final full month of summer, so of course, we’re celebrating with four brand new articles with the Augu...
08/13/2026

We’ve entered the final full month of summer, so of course, we’re celebrating with four brand new articles with the August Barnum Report!
• Should You Use AI for Financial Advice?
• When Should You Retire? A Guide to Timing Your Retirement Right
• What is Key Person Insurance and Does Your Business Need It?
• 5 Social Security Mistakes That Could Cost You in Retirement

CRN202907-11773768

Address

45 Glastonbury Boulevard
Glastonbury, CT
06033

Telephone

+18608789000

Website

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