Team RDM at Barnum Financial Group

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Team RDM at Barnum Financial Group Empowering individuals and families to achieve financial security Through a team approach, we work together to explore your financial goals and aspirations.

Our mission is to provide you with the framework to make important financial decisions that help you grow and preserve your wealth and plan for future generations. Then we collaborate to create investment and protection strategies that can put you on a better path to meet your goals and that we can adapt over time to address your changing needs. We offer a full complement of services that you may require including long-range planning, insurance, retirement savings, and income generation strategies as well as investment management programs. We also engage experts from our broad network of internal and external resources to help with select situations that need more specialized insights. We will work closely with your other advisors, such as your accountant and attorney, if that would be of value to you. Once we have agreed on a course of action, we will work to effectively implement your plan and provide you with ongoing monitoring and periodic performance and goals reviews. All of this is done with a commitment to providing you with quality service and support each step of the way. Whether you are looking to retire comfortably, reduce your tax burden, protect your assets and income stream, save for a child’s education, pass wealth more effectively to your heirs or any combination of financial goals, we will provide you with customized advice tailored to your specific situation. We are licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. member SIPC (www.sipc.org). 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. Domiciled in CT, CA Insurance Lic.

Annuities can pass your wealth to your loved ones, but it’s important to understand how. Let’s talk about your estate pl...
10/15/2026

Annuities can pass your wealth to your loved ones, but it’s important to understand how. Let’s talk about your estate plans and see if an annuity fits.

September is Life Insurance Awareness Month! So, here are 6 life insurance questions you should ask yourself when acquir...
10/13/2026

September is Life Insurance Awareness Month! So, here are 6 life insurance questions you should ask yourself when acquiring life insurance, one of the strongest financial moves to make.

Click here to read more in our latest blog: https://bit.ly/4zqwlnK

CRN202908-11914229

As your life evolves, your insurance needs may change too. Learn how term-to-permanent conversions work and whether perm...
10/12/2026

As your life evolves, your insurance needs may change too. Learn how term-to-permanent conversions work and whether permanent life insurance or the use of an available conversion option may be appropriate for your situation.

https://bit.ly/4dtq1n6

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.

When buying life insurance one decision is what company to choose. Here are 7 ways to choose the right life insurance c...
10/06/2026

When buying life insurance one decision is what company to choose. Here are 7 ways to choose the right life insurance company for you and your family. Don’t forget that September is Life Insurance Awareness Month and what better time to learn about life insurance than now!

Click here to read more in our latest blog: https://bit.ly/4j8CwYS

CRN202908-11914229

There is a growing concern about outliving savings, inflation, and market swings — driving demand for income strategies ...
09/30/2026

There is a growing concern about outliving savings, inflation, and market swings — driving demand for income strategies that offer stability and protection without sacrificing growth. Let’s talk about retirement strategies that offer the ability to use the market for growth.

Estate planning at the $10M and above level is a fundamentally different conversation than it is for most families. Find...
09/29/2026

Estate planning at the $10M and above level is a fundamentally different conversation than it is for most families. Find out what changes at this level for many HNWIs.

Click here to read more in our latest blog: https://bit.ly/4hEM1N8

CRN202908-11914229

Life insurance doesn’t have to be complicated or expensive. It just has to be right for your life. Whether you’re starti...
09/28/2026

Life insurance doesn’t have to be complicated or expensive. It just has to be right for your life. Whether you’re starting out or approaching retirement, I can help you find
coverage that fits. Contact me today.

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intent...
09/23/2026

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.

The question that's been burning through all business solutions circles. What is a Buy-Sell Agreement and Does Your Busi...
09/22/2026

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!

Click here to read more in our latest blog: https://bit.ly/4h5EnMy

CRN202908-11914229

Address

Guilford, CT
06437

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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