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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

The Harbor Oak Team at Barnum Financial Group

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Shelton, CT
The Harbor Oak Team at Barnum Financial Group

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Our approach is straightforward and centered on you. When you call, you reach real people who know you and your family, not call centers or chat bots.

The Harbor Oak Team at Barnum Financial Group is a multigenerational, family-oriented financial planning practice built on honesty, responsiveness, and genuine long-term relationships. We listen carefully, understand your goals fully, and provide clear, transparent guidance built around your life. As part of Barnum Financial Group, we combine the scale and open-architecture resources of a large firm with the accessibility and warmth of a close-knit team. You also have access to a wide range of planning and investment solutions from leading institutional money managers, giving you the flexibility to build a comprehensive strategy tailored to your needs today and designed to adapt as life changes. We support individuals, families, and business owners through the decisions that matter most to you: retirement readiness, college planning, investment structure, insurance strategies, and 401(k) education. Whether you join us for a workshop or sit down for a one-on-one meeting, you receive the same level of education, clarity, and thoughtful attention. At Harbor Oak, you experience financial planning the way it should feel, personal, consistent, and centered on you. Our team provides responsive service, thoughtful strategies, and personalized support that helps you move forward with confidence. Disclosures: www.barnumharboroak.com

11/04/2026

Plans change every year. Premiums shift, networks drop providers, and drug lists get reshuffled. Letting last year’s elections roll over is a decision, just not an informed one.

Dates worth knowing:
• Marketplace coverage runs November 1 to January 15 in most states. Here in Connecticut, the window opened October 23 and closes January 15.
• To have coverage start January 1, most states need your plan picked by December 15.
• Employer windows are shorter and set by your company, so check your deadline now.

Give it an hour this year. The Harbor Oak team is here if you want a second set of eyes.

11/03/2026

Save your spot.

Our open enrollment webinar is tomorrow at 1PM ET, and it's a great opportunity to make sure your benefits are all pulling in the same direction before you enroll.

Register before it starts: https://bit.ly/4BNv5gG

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11/02/2026

Halloween night at Harbor Oak, and the costume game was strong. 🎃

A few photos from our team’s weekend. Hope yours was full of good candy and better company.

10/31/2026

Parents and kids agree on this one, and they also agree on the losers: candy corn, licorice, and circus peanuts.

Team Reese's or secretly team candy corn? Happy Halloween from all of us at Harbor Oak!

10/28/2026

Say hello to Taina Vidal, our new Insurance Processing Coordinator! 👋

From application to policy delivery, Taina keeps insurance cases moving and the details in order. We’re excited to have her on the team.

Welcome, Taina!

10/26/2026

October is National Financial Planning Month. Here's the simplest plan check you'll do all year.

Three questions:
1. What's changed in your life since this time last year?
2. What's the next big decision on your horizon?
3. Is anything about your money keeping you up at night?

If you have an answer to any of these, it's worth a conversation. A plan works best when it keeps up with your life.

Whether you're early in your career, putting kids through college, or getting close to retirement, we're happy to sit down and talk it through.

10/22/2026

Our year-end conversations follow the same process we use for everything:

1. Discovery: we learn where things stand and what matters to you
2. Strategy Session: we walk through what we see and talk through options
3. Implementation: we put the plan into motion together

You have a full team behind you. If you'd like to get on the calendar before the holidays, we’re here to help. https://bit.ly/47F2NXI

Sources: IRS.gov

10/21/2026

Losing a job can turn your financial world upside down. A 90 day plan helps you take back control. 🎙️

Our very own Mike Bogardus, CFP®, joined WBBM Newsradio’s Noon Business Hour to break it down: stabilize your cash flow first, rebuild your network second, and weigh the whole offer, not just the salary, when it’s time to decide.

If you’re navigating a transition, the Harbor Oak team is here to help.

Listen to the full feature here: https://apple.co/4dSthbJ

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10/20/2026

Starting with the 2026 tax year, people who don't itemize can deduct cash gifts to qualifying charities: up to $1,000 for single filers and $2,000 for married couples filing jointly.

If giving is part of your year-end routine, this is a good year to look at how and when you give, not just how much.

Sources: https://intuit.me/4yZJ6Gd

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10/20/2026

Choosing the same benefits as last year? You might be leaving value on the table.
Open enrollment is your once-a-year window to get your health plan, HSA, insurance, and retirement savings working together, not in silos.

Join our webinar:
Open Enrollment: Your Benefits, One Coordinated Strategy
Wednesday, Nov 4th at 1:00PM ET

Have children in the workforce? It's a great chance for them to learn some of the strategies we're seeing today, please pass along.

Register here: https://bit.ly/4BeLY3m

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Address

6 Corporate Drive
Shelton, CT
06484

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+12035136143

Website

http://www.barnumharboroak.com/

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