Dhilan Shah, CPA, Financial Planner, Barnum Financial Group

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Glastonbury, CT
Dhilan Shah, CPA, Financial Planner, Barnum Financial Group

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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.

10/22/2026

Financial confidence starts with digital protection.

As more of our financial lives move online, protecting your personal information is just as important as protecting your assets. Strong passwords, multi-factor authentication and staying alert to scams can help keep what you’ve built secure.

10/20/2026

Financial decisions rarely impact just one person. Whether you’re helping support loved ones, preparing for future education expenses, or thinking about the next generation, creating a financial strategy can help bring clarity and confidence. Let's connect.

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/4eCK6aS

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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.

10/14/2026

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

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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/4hXFopb

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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.

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/3W0uIP8

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/3TpcDcT

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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.

Address

45 Glastonbury Boulevard
Glastonbury, CT
06033

Telephone

+18608789000

Website

http://www.dshah.work/

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