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10 Grand Central, 155 East 44th Street,, 12th Floor, New York, NY 10017

(646)-813-9312
apexadvisoryteam@barnumfg.com
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Individuals and Families

Client Centered

Navigating the complex world of personal finance can be overwhelming.  A financial planner can play a crucial role in helping you achieve your financial goals and secure a stable financial future. Whether you're looking to save for a comfortable retirement, buy a home, or send your kids to college, a financial planner can provide expert guidance and tailored strategies to ensure you stay on the right track.


Comprehensive
Financial Planning

We assess your unique financial situation, considering your income, expenses, assets, liabilities, risk tolerance, and long-term objectives. Based on this analysis, our team will develop a customized financial plan that covers each area of financial planning and that aligns with your specific goals, time horizon, and risk profile.

Retirement
Transitions

You spend your career building your retirement savings and assets. Upon retirement, we help you preserve those assets to be sustainable throughout your retirement. Whether it is asset preservation strategies, income generation, or legacy planning,  we will help you optimize your retirement savings and give you the confidence and financial security during this significant life change.


Risk & Protection Planning

Protection Planning is about preparing for the unexpected. A thorough protection review can help protect your income and assets in case of illness, injury or worse. You're also protecting your legacy and providing protection for the financial situation of your loved ones. Under the umbrella of protection planning, you have many different options to consider. 

Client Centered

The Six Areas of Financial Planning

Financial Planning is an evolving, ongoing process centered around you.

  • Financial Position

    We review your financial position, including balance sheet, cash flow, savings, and debt management, to ensure you are on track to meet your goals.

  • Wealth Accumulation

    We design strategies to help you invest your assets to meet your financial goals. We evaluate your personal situation and tolerance for risk.

  • Tax Management

    We evaluate strategies to reduce the impact of taxes on investment returns and income.

  • Retirement Planning

    We help to maximize and preserve your retirement savings. We focus on asset preservation, income generation, and diversified strategies.

  • Risk Management

    We analyze your situation and help you find ways to protect your income and assets at every stage of your life.

  • Estate Planning

    Proper estate planning can help you pass on more of your wealth to your family and charities, than to taxes.