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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

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 fi

rm 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

09/08/2026

The 2027-28 FAFSA is expected to open October 1. Families who file early often have access to aid that later filers simply do not, because some state and institutional programs award funds until the money runs out.

Most of what slows people down in October can be handled right now:
• Create your StudentAid.gov account, and have your student create theirs. Verification can take a few days, so this is the one to do first.
• Locate your 2025 federal tax return. That is the year this cycle uses.
• Pull together current balances for savings and investment accounts.
• Check the priority deadlines for each school on your student's list. Those usually matter far more than the federal deadline.

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09/07/2026

Happy Labor Day from all of us at The Harbor Oak Team. Today we're celebrating the hard work and dedication that build strong careers, strong families, and strong communities. Wishing you a safe and restful long weekend.

09/04/2026

September is College Savings Month, and it tends to arrive with good timing. School just started, tuition bills are fresh in mind, and the next four years suddenly feel closer than they did in June.

Consistency over a long runway does more work than any single large contribution.

A few questions worth asking this month:
• Where is our college money actually sitting right now?
• Is it in an account built for education, or just a savings account we mentally labeled that way?
• What is our target, and what would we need to set aside monthly to get there?

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09/03/2026

Estate planning can help protect your loved ones, preserve your wishes, and prepare for life’s unexpected moments. Discover the key pieces every plan should consider.

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

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08/31/2026

Most kids will graduate high school knowing the Pythagorean theorem but not how a credit card works. Parents can fill the gap with small, real moments this school year: let your teen see (and help compare) the cell phone bill, explain the paycheck deductions on their first job stub, or open a custodial savings account and match what they deposit. Financial literacy isn't a class. It's a habit passed down at the kitchen table.

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08/28/2026

Here's the part most people don't know: beneficiary designations on retirement accounts and life insurance generally override your will. That means an ex-partner or a parent listed years ago could still be the legal recipient, even if your will says otherwise. After any major life change (marriage, baby, divorce, new job), take ten minutes to check the designations on your 401(k), IRAs, and insurance policies. It's one of the simplest and most overlooked updates in personal finance.

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08/26/2026

Equity compensation, a growing practice, an inheritance, a first rental property. If that sounds like you, a few things a standard checklist misses: vesting schedules and the tax treatment of RSUs or options, how rental income changes your tax picture, and how an inheritance should be titled to fit your broader plan. Complexity isn't a problem. Unexamined complexity is. Your plan should fit your actual life, not a template.

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08/25/2026

Balancing aging parents, children, and retirement can be overwhelming. Learn strategies to manage competing financial priorities while protecting your family and future.

Click here to read more in our latest blog: https://bit.ly/3UyHnbm

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08/24/2026

Life changes can quickly impact your finances. Discover how a mid-year check-up can help you adjust your goals, manage income changes, and stay on track.

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

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08/21/2026

Blending wealth takes more than good intentions. Areas that benefit from early coordination: how trusts name (or don't name) a new spouse, whether business succession plans need updating, how gifting strategies between family members may be affected, and how estate documents on both sides interact. These conversations are much easier before the wedding than after a disagreement. Coordinating your advisor, attorney, and both families early helps everyone feel confident about what comes next.

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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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