The Harbor Oak Team at Barnum Financial Group

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

When bonds have a rough stretch, it's natural to wonder if they're still doing their job. But when you look at the bigge...
06/10/2026

When bonds have a rough stretch, it's natural to wonder if they're still doing their job. But when you look at the bigger picture, the answer is almost always yes. Short-term dips are normal, and more often than not, the year still ends in positive territory. The longer you stay the course, the better bonds tend to perform. If recent headlines have you rethinking your approach, the Harbor Oak Team is here to talk it through. (Source: Bloomberg US Aggregate Total Return Index)


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06/08/2026

Is there really a magic retirement number? 🎙️

Michael Bogardus was live on WBBM Newsradio Noon Business Hour sharing his take on this topic and the answer might change the way you think about planning for retirement.

Mike breaks down why chasing a target number is the wrong approach, and what question you should actually be asking instead. Whether retirement feels far away or right around the corner, this is a conversation worth tuning into.



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Summer travel season is here, and nearly half of Americans had already locked in summer travel plans by early April, up ...
06/08/2026

Summer travel season is here, and nearly half of Americans had already locked in summer travel plans by early April, up from 38% last year. If a big trip is on your list this year, a little planning goes a long way. Think about how you're paying for it, whether points or miles could stretch your budget, and how the cost fits into your bigger financial picture. Enjoying life now and planning for the future aren't mutually exclusive. They work best together.

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Two Harbor Oak partners. Two very different races. One common takeaway.Last weekend, Joseph Bogardus competed in a HYROX...
06/05/2026

Two Harbor Oak partners. Two very different races. One common takeaway.

Last weekend, Joseph Bogardus competed in a HYROX event alongside his wife, while Michael Bogardus completed the Ridgefield Sprint Triathlon.

While the events looked very different, the lessons were remarkably similar:

✅ Consistency beats perfection
✅ Focus on what you can control
✅ Trust the process

Whether you're training for a race, preparing for retirement, saving for a major goal, or navigating life's transitions, those principles tend to hold up pretty well.

We shared a few reflections from the weekend and how they relate to the conversations we have with clients every day.

🔗 Read the full article: https://bit.ly/4dR5dqb



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You've worked hard to get here. So why does spending on yourself still feel uncomfortable? A lot of people hit a point i...
06/04/2026

You've worked hard to get here. So why does spending on yourself still feel uncomfortable? A lot of people hit a point in life where they have the resources to enjoy themselves but struggle with the mindset shift from saving to spending. That's where a solid plan makes all the difference. When you know your future is accounted for, you can book the trip, enjoy the dinner, and actually relax. That's what planning is for.

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Travel consistently ranks as the number one discretionary spending priority for adults over 50. But wanting to travel an...
06/02/2026

Travel consistently ranks as the number one discretionary spending priority for adults over 50. But wanting to travel and being able to afford it comfortably are two different things. Without a plan for how trips fit into your overall budget, it's easy to either overspend or hold back from experiences you can absolutely afford. A good financial plan doesn't just protect your money. It gives you the confidence to enjoy it. The Harbor Oak Team can help you figure out what's possible.

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Thanks to recent changes, 529 funds can also be used for K-12 tuition, apprenticeship programs, and even student loan re...
05/29/2026

Thanks to recent changes, 529 funds can also be used for K-12 tuition, apprenticeship programs, and even student loan repayment (up to $10,000). If you haven't revisited your education savings strategy lately, now is a great time.

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05/29/2026

A fresh look with the same commitment to serving our clients. Our newly refreshed website features updated content, improved navigation, and easy access to educational resources and information about our services.

We invite you to explore the new site and stay connected with our team: https://bit.ly/3PPzCvC



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This Memorial Day weekend, members of the Harbor Oak Team laced up alongside family and friends to take on the , honori...
05/26/2026

This Memorial Day weekend, members of the Harbor Oak Team laced up alongside family and friends to take on the , honoring the courage and sacrifice of Navy SEAL Lieutenant Michael Murphy, who was killed in action in Afghanistan in 2005. Grateful for those who serve and those who gave everything.

Today we remember and honor those who gave everything in service to our country. From all of us at Harbor Oak, we wish y...
05/25/2026

Today we remember and honor those who gave everything in service to our country. From all of us at Harbor Oak, we wish you a safe and grateful Memorial Day.

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

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