Broker Check
Client Centered

Owning a business can be as challenging as it is rewarding.  To thrive in the marketplace, you need much more than just a strong work ethic and a great product or service.  You must surround yourself with the right people, build recognition for your offering, and be strategic about growth. And for sustainable, long-term success, it’s also important to protect yourself and the assets you’ve accrued along the way

We know being a business owner requires wearing more than one hat. At Barnum Premier Client Group, we help business owners concentrate on what they do best, run the business. To help meet your unique needs, we offer a wide range of products and services, from personal financial planning to key products and programs for business owners and employees alike.

Options to Consider

Employee Benefits

Designing an attractive employee benefits package may seem expensive, but the tax considerations can help offset the overall cost, and its impact on current and prospective employees could be rewarding. Through our network of Financial Services Representatives, we can help you provide an attractive employee benefits package for the employees that are most valuable to the success of your company

Protect Your Business

Having the foresight to protect your business against the loss of an owner or an essential employee—perhaps the company's most valuable asset—can mean the difference between business as usual or closing up shop. Just as you would insure your business property, you should also consider insuring the people who have the biggest impact on your company’s success.

Continuity and Success Planning

We can recommend ways to preserve and protect the value of your business to better facilitate its continuation and/or subsequent transfer to family members, key employees or other parties.

We will introduce you to providers who can provide a valuation at three different levels.  Simple and basic, more detailed and finally at a much sophisticated level that could be used as a reference point in negotiating to sell.