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6 Corporate Drive Shelton, CT 06484

203-513-6038
Evergreen@barnumfg.com
Customer Relationship Summary

A holistic approach to managing your finances

Your destination, our guidance

Planning for Your Future


Our Team

Our Team

With over forty collective years of financial expertise, the Evergreen Advisory Team at Barnum Financial Group is here to help you through life’s financial challenges. Together, our advisors and support personnel are here to help you achieve your long-term goals.

<sup>Cultivated For You</sup><br/><span style="font-weight: 400;" data-mce-style="font-weight: 400;">Financial Planning Tailored to Your Needs</span><br/>

Cultivated For You
Financial Planning Tailored to Your Needs

The best futures are achieved through naturally diverse investments. Like the strongest trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow.


Personalized financial planning is the foundation of everything with the Evergreen Advisory Team. Together, we’ll make your money work for you and your future. Our client-first approach is designed to help individuals and families with a range of financial situations.

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Our Mission

Our Mission

As a team, we believe in providing the highest level of financial planning services by focusing on our client’s priorities and goals.

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Our Services

Our Services

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future. Come rain or shine – together, we’ll encourage your investments to grow for years to come.

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PROCESS

DISCOVERY INTERVIEW

  • Get a basic understanding of your needs and goals
  • Explain our capabilities and process
  • Answer questions
  • Agree to work together

GATHER DATA

  • Discuss your unique circumstances and goals
  • Review relevant financial and legal documents
  • Identify issues or areas of concern

ANALYZE & DEVELOP PLAN

  • Validation of your needs and goals
  • Comprehensive analysis of financial position
  • Collaborate with your other key advisors as necessary
  • Development of specific recommendations

PLAN PRESENTATION & DELIVERY

  • Deliver analysis of current situation
  • Identify gaps and opportunities
  • Detail specific recommendations
  • Obtain consensus on overall strategy and recommendations
  • Execute required documents

PLAN IMPLEMENTATION*

  • Complete transition of identified assets
  • Execute each component of plan
  • Confirm implementation with client

*Plan implementation can be done through a firm of your choosing.

MONITOR & UPDATE

  • Monitor performance of plan components
  • Revisit plan when a major change to your circumstances occurs
  • Recommend adjustments to capitalize on new opportunities

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Helpful Retirement Strategies for Women

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.
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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.
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Our Services

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

Designed for You

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.

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"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

Have a question? We're ready to help.

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