James Ian

Financial Services Executive @Barnum Capital Management

Our mission is to provide clients with the framework to make integrated financial decisions that help them grow and preserve their wealth and plan for future generations. Through a team approach, we work together to explore your financial goals and aspirations. Based on your needs and goals, we develop investment and protection strategies that can evolve and adapt to meet your changing needs.Our areas of focus include:Investment ManagementRetirement Planning Asset Protection and Risk ManagementEstate PlanningTax Minimization StrategiesCorporate Services including financial literacy education for employees Small Business Owners including defined benefit plans and key person insuranceAdditionally, we work extensively with medical professionals at all stages of their careers.