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Business owners have a lot on their plate. At Barnum Financial Group, we understand the challenges and complexities confronting you and your firm.
To successfully create, grow, and even exit a business, professionals require more than a one-size fits all financial plan.

In addition to providing a range of benefits for you and your executive team, our architects can help you more effectively manage your CPA relationship and defend your income through tax incentives.

Whether you intend to leave a business or address disagreements with a business partner, we will walk beside you through all steps of your career.

For Closely Held Business Owners

  • Maximizing your retirement plan through the business
  • Reducing overall income taxes*
  • Are you getting the most out of your accountant?
  • Understand the role your business plays in your estate plan


   *Registered representatives do not provide tax and/or legal advice. Please consult your tax advisor and/or attorney for such guidance.