Barnum
Financial Group and
Long-Term Care Planning Advisors announce
a strategic partnership to deliver integrated solutions and promote best practices in developing long-term care planning strategies
for clients.
Concept:
To provide a value added service to clients and ensure their needs are being met, many
advisors have found the advantages in forming partnerships. By working collaboratively,
Barnum Financial Group professionals are committed to creating successful financial strategies for their clients with Long-Term Care Planning Advisors providing the expertise and
resources to meet their LTC planning needs.
Collaboration:
By forming strategic alliances and professional referral partnerships, it’s important
to recognize the client’s best interest is the priority. As an effective
collaboration, both companies recognize the similarities and common goals such as wealth preservation strategies to help clients enjoy a comfortable and secure financial
future. In working together, both organizations acknowledge the need for full
disclosure and understand the client referral process needs to be seamless.
Approach:
Given the complexities of products and services in today’s market, it’s important
to develop a comprehensive view when working together. As partners, Barnum Financial
Group and Long-Term
Care Planning Advisors recognize
preserving the integrity of the client/advisor relationship is paramount. A collaborative
approach offers many advantages and clearly outweighs any downside. While working together, both companies focus on continuing to build client relationships through expertise,
knowledge and creativity in a consultative process.
Barnum Financial Group – is
a team of financial advisors and support staff comprised of Operations, Marketing, Corporate Education, Case Design, Training
and Development. The Barnum Financial Group team is a group of experienced, qualified
professionals who have achieved various designations to provide the best financial services and support possible. Barnum Financial Group is located in Shelton, CT with offices throughout Connecticut and in White Plains,
NY.
Long-Term Care Planning Advisors
– is a Connecticut based LTC planning consultancy practice specializing in long-term care planning solutions through
traditional LTC options, asset-based solutions and life insurance concepts. Through
an objective needs assessment and risk management, Long-Term Care Planning Advisors develops a comprehensive plan for LTC
needs in various market segments, as well as individual and employer group clients.
Long-Term Care Planning Advisors are located in Woodbury, CT and has satellite offices in Darien and Stratford
Our Alliance Partners:
Soundview Financial Associates
Ovation Benefits Group
Ameriben Alliance - Keith Bell
Kernan & Henry, LLP - Michael Giardina
Manzi Insurance - Ray Manzi
Shea Financial Advisors - Brian M. Shea
Burns & Co., LLC - Mark A. Burns
Highland Capital Brokerage - Nancy Simm
Consumer Equity
Marsh Private Client Insurance Services - Steven M. Cain
