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Career Transitions

A career transition, no matter the circumstance, is filled with financial decisions that can be confusing and time-consuming. MetLife has a special arrangement with Barnum Financial Group that allows us to assist the individuals covered under their employer’s group life insurance program with obtaining the information they need to make timely and knowledgeable decisions.

Our team specializes in working with families and individuals who may need guidance while going through a financial transition. The areas below highlight how we can make an impact whether you’re no longer with your employer, or experiences other types of benefits change.

Benefit
Transitions

If you’re transitioning from a job, do you have a plan in place to continue the benefits you had through your former employer?

Transitional
Financial Planning

Years of experience have prepared us to help guide you through your life transitions. Our team will help develop a roadmap to set you up for financial success.

Retirement
Planning

Are you on track for retirement? We review your retirement goals, determining how much you need for retirement and when you want to retire. We then develop a strategic and achievable plan. 

PlanSmart is a product of MetLife Consumer Services, Inc. (MCS). MCS administers the PlanSmart program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract. 

Any content information provided as part of the PlanSmart program is for educational purposes only. It is not intended to provide legal, tax, investment, or financial advice or make any recommendation as to whether any investment or savings option is appropriate for you. Each individual’s legal, tax, and financial situation is unique; therefore, you should consult with your own attorney, accountant, financial professional or investment advisor regarding your specific circumstances. MetLife does not provide legal, tax, or investment recommendation or advice.

Third-party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. MMLIS is not affiliated with MCS or any of its affiliates.

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