We will work with you through the maze of legal and financial complexities surrounding planning for the future of dependents with special needs.
We will work with you through the maze of legal and financial complexities surrounding planning for the future of dependents with special needs.
We’ve been working with Ben and his team at Barnum Financial group since January 2020. They helped us consolidate our retirement assets and has been providing us with guidance and information related to various financial topics including Long Term Care coverage, social security, and pensions. When needed, Ben also has referred us to other financial professionals who can assist with topics such as tax preparation. We have been very satisfied with Ben and all of the help he and his team have provided to us that we have sent several of our friends to him over the years.
David and Erica McKenzie
David and Erica McKenzie are current clients and were not compensated for their testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC . 6 Corporate Drive, Shelton, CT 06484. (203) 513-6000. CRN202612-5577758
*Special needs planning offered only by Benjamin Howarth
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