Dan Ortoli, Financial Planner, Barnum Financial Group

Dan Ortoli, Financial Planner, Barnum Financial Group LUTCF, RICP®
Financial Advisor
Financial Serivces Executive
Investment Advisor Representative Licenses and registrations will vary. Member SIPC (www.sipc.org).

I am licensed and registered to offer products and services in several states. Please contact this office for further information. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Supervisory address: 6 Corporate Drive, Shelton CT 06484. Tel: 203-513-6000.

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/4ex2dzl



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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/4tZABHT


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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/3PHgzDU


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Retirement planning is an ongoing, fluid process with many pitfalls along the way. Here are six of the most consequentia...
05/20/2026

Retirement planning is an ongoing, fluid process with many pitfalls along the way. Here are six of the most consequential retirement mistakes. What they look like, why they happen, and how to avoid them.
Read More: https://bit.ly/3Rl9SI7


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Scammers are getting creative… don’t fall for it 🚨If it feels off, it probably is.Pause. Verify. Protect your informatio...
05/19/2026

Scammers are getting creative… don’t fall for it 🚨
If it feels off, it probably is.
Pause. Verify. Protect your information.
Stay one step ahead—and when in doubt, ask questions.



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What is Disability Income insurance? It’s one of the most overlooked pillars of personal financial planning. yet the ris...
05/13/2026

What is Disability Income insurance? It’s one of the most overlooked pillars of personal financial planning. yet the risk of disability is real. Find out if you’re protecting your greatest asset…your income. Click to read more!

https://bit.ly/4wqhAR9


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This Mother’s Day, we celebrate the strength, love, and dedication of all the incredible mothers who lead with purpose a...
05/10/2026

This Mother’s Day, we celebrate the strength, love, and dedication of all the incredible mothers who lead with purpose and heart 💐

Your guidance and support shape not only your families, but the communities around you. Today, we honor you.

April showers have brought us May flowers…and more articles for the Barnum Report. We’ve got the answers you need about ...
05/07/2026

April showers have brought us May flowers…and more articles for the Barnum Report. We’ve got the answers you need about retirement planning, education funding and since it’s Disability Income Insurance Awareness month, we’ve got you covered there as well!
• What is Disability Income Insurance? A Basics Guide to Protecting Your Income
• 529 Plans Are More Powerful Than Ever. Are You Taking Advantage?
• 6 Retirement Mistakes to Avoid. And How to Fix Them.
• Life Insurance at Every Life Stage: How Much Coverage Do You Actually Need?

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



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Address

6 Corporate Drive
Shelton, CT
06484

Opening Hours

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

Telephone

+12035136129

Website

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