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565 Taxter Road, Suite 625, Elmsford, NY 10523

914-372-2968
taxteradvisory@barnumfg.com
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Tailored Financial
Guidance, Not Just
a Generic Hotline 

We focus on your family’s financial well-being by bringing a holistic,
well-rounded approach to help achieve your dreams and goals.

Let's Get Started

We understand where you are at
Lost trying to navigate the complex world of finance?

Many people get lost on their financial journey, unsure of the decisions they need to consider for a strong financial plan. The worlds of estate planning, tax management, and retirement planning can be complex. We help our clients understand their money, make smart decisions, and build a bright financial future.

How We Can Help
Customized Strategies, Lasting Results

We craft personalized financial plans designed to achieve your goals. Our asset management and risk management strategies help keep your investments on track and shield you from life's uncertainties. We empower your financial well-being, every step of the way.

Financial Planning

Financial Planning

You have goals, but have you outlined the strategy to reach them? Nothing can have a bigger impact on your future than a plan.

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Investment Management

Investment Management

We design a strategy to help you invest assets to meet your financial goals by taking into consideration your personal situation and tolerance for risk.

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Risk Management

Risk Management

Proper protection planning ensures financial stability in unexpected events, mitigates risks, and enables strategic financial decisions. From life insurance to long-term care, it's a critical component for financial security.

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Tax / Estate Planning

Tax / Estate Planning

Leaving a legacy? We navigate the intricacies of estate and tax planning with you, ensuring your loved ones are protected and your wishes are honored.

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Ready To Get Started?
Here’s How it Works.

We utilize a comprehensive, and simple, 3-phase process. We’ll go through a discovery consultation, then analyze the data before helping you make decisions with confidence.

Schedule a Call


Step 1: Discovery Consultation

A consultation that focuses on your financial life — goals, priorities and concerns.


Step 2: Data Analysis

We use planning software to run projections and hypotheticals to identify potential opportunities and craft solutions.


Step 3: Make Decisions with Confidence

We’ll present our findings and strategies that work best to help reach your goals.

Career Transitions
Referred to Barnum by a current or former employer about your MetLife benefits?

You’re in the Right Place!
We would be happy to work with you as you transition through this benefit change. Please use the button below to learn more.

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Confidence in
Every Decision

Start your financial journey today for a secure tomorrow. You can create a clear path to achieve your goals, by taking control of your finances now. Whether it's planning for retirement, buying a home, or saving for college, starting early helps you set the stage for a prosperous future.

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