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7 Arley Way, Suite 102-B, Bluffton, SC 29910

843-856-5543
lgawronski@barnumfg.com
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Creating Financial Clarity and Control, Lowcountry Style

Financial planning is the key to financial security. Working with a professional and taking control of your wealth can lead you toward a brighter, more secure future.

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Don’t Know Where to Start?

Don’t Know Where to Start?

We know financial planning can be intimidating. No matter the challenges — not knowing where to start, feeling overwhelmed, not having enough time to do it yourself, unsure if you’re making the right decisions, afraid of making mistakes, or not knowing who to trust for financial advice. We hear you and you're not alone. We understand all your concerns and have the experience and expertise to direct you into the light.

Lowcountry's Premier Financial Planning Services


We are built for this. Two factors we lean on, when helping you, is our financial planning knowledge and a passion for education. We want to build your financial plan with you, so that you understand every strategy we suggest and have confidence in the choices you make.

WHO WE SERVE

Individuals & Families

Individuals & Families

We help your family build wealth, manage debt, save for your children’s education, and plan for retirement. Your financial plan is tailored to your personal goals and customized to enhance your ability to save and invest.

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Business Owners

Business Owners

We help you, the business owner, maximize revenue and minimize your expenses. We help your employees understand the benefit plan options you provide, help promote positive programs for key employees, and install business continuation strategies for you.

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Career Transitions

Career Transitions

A strong financial plan is one that’s flexible and adaptable when life throws you a curve ball. We are ready to face any career transition you might encounter and ensure your financial future is secure.

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Referred to Barnum by a current or former employer about your MetLife benefits?

Referred to Barnum by a current or former employer about your MetLife benefits?

You’re in the Right Place!
We would be happy to work with you as you transition through this benefit change. Please use the button below to learn more.

Here’s How it Works

Here’s How it Works

Having a plan enhances focus, discipline, and accountability, allowing you to make informed decisions and reach your desired outcomes.

  • Analysis of Your Current Financial Status

    Together we will review every aspect of your financial house, from cash flow to your investments, savings, and any debt you may hold. The first step to crafting a comprehensive financial plan for tomorrow is to understand where you stand today.

  • Review of Your Goals and Ambitions

    Once we have a clear understanding of where you currently stand in your financial journey, it’s time to discuss your goals, ambitions, and ultimate dreams for what your future will look like. Quantifying these goals will be imperative in the design of your wealth strategy.

  • Strategic Plan Development & Implementation

    Now that we have clarity on where you are today and direction for where you want to be in the future, we get to work designing and implementing a multi-faceted strategy to align the two and help set you up for success.

Let’s Start by Talking About Your Goals

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"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

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

MAKE COLLEGE PLANNING PART OF YOUR RETIREMENT PLAN

As back to school time arrives, high schoolers (especially seniors) shift into high gear during the college application process. For most of their junior year, they have been working with their counselors to find the school that’s the right fit. School visits have been made and a short list of colleges and universities is now in place.

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3 MAJOR PITFALLS IN RETIREMENT

Thanks to recent market volatility and the crash of 2008, most people planning for retirement are aware of the risks their retirement portfolios face. But market risk is not the only pitfall...

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DESIGNATING YOUR BENEFICIARIES

You’ve earned money, saved and invested, bought insurance and funded retirement accounts. When you pass on, you want to make sure that the results of your efforts go to the people you care about. This is why carefully designating the beneficiaries of your various policies, accounts, and plans is important.

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