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.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/15/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

67% of Americans feel behind on their savings goals.Let that sink in.More than half of the country feels like they’re fa...
06/10/2026

67% of Americans feel behind on their savings goals.
Let that sink in.
More than half of the country feels like they’re falling short — not because they don’t care, but because they don’t have a clear plan.
The difference isn’t income. It’s direction.
A strategy can turn “behind” into “on track.”

Source: 2025 Talker Research survey



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Inflation may have pulled back quite a bit from its 2022 peak, but those rising costs of living seem to be sticking arou...
06/09/2026

Inflation may have pulled back quite a bit from its 2022 peak, but those rising costs of living seem to be sticking around. Here are five practical strategies to protect your wallet and your finances.

https://bit.ly/3RWKecV



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American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
06/09/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

Your future deserves the same care. A quick check-in can bring more clarity and organization to your long‑term financial...
06/09/2026

Your future deserves the same care. A quick check-in can bring more clarity and organization to your long‑term financial plans, and I’m here to help.

Summer is here, and it’s time to celebrate with four new articles about how easy obtaining life insurance can be, what y...
06/03/2026

Summer is here, and it’s time to celebrate with four new articles about how easy obtaining life insurance can be, what you need to know about retirement planning in 2026, ways to protect your wallet against rising prices and money advice that not everyone follows.

This is your June Barnum Report!



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How much life insurance coverage do you need? This guide walks through each major life stage and what life insurance sho...
05/29/2026

How much life insurance coverage do you need? This guide walks through each major life stage and what life insurance should, and shouldn't, be doing for you at each one.
Read More: https://bit.ly/4fOAD1F


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529 Plans are more powerful than ever and account for more than 30% of all education savings plans and are the most popu...
05/27/2026

529 Plans are more powerful than ever and account for more than 30% of all education savings plans and are the most popular of their kind. It’s never to early to get the facts about college planning. Click to learn more: https://bit.ly/4wJjdtk


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Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.
05/25/2026

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing gro...
05/20/2026

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing growth with reliable income can help your retirement plan stay on track. Let’s go over your options.

Address

45 Glastonbury Boulevard
Glastonbury, CT
06033

Telephone

+18608789000

Website

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