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Career Transitions

Client Centered

A career transition, whether voluntary or not, is filled with financial decisions that can be confusing, time-consuming, and fraught with misinformation. 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 by obtaining the information they need to make timely and knowledgeable decisions. Our team of financial professionals have the expertise and resources necessary to help guide those going through a job transition or entering retirement.

We specialize in working with families and individuals who are experiencing a financial transition and seeking guidance. The areas below highlight how we can make an impact if you're no longer with your employer.

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 Planning

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

Retirement Planning

Are you on track for your retirement? We review your retirement goals and gauge how much you need for retirement. We then develop a strategic and achievable plan.

MetLife administers the Transition Solutions program, but has arranged for specially trained third-party financial professionals to offer financial education and, upon request, provide personal guidance to employees and former employees of companies providing Transition Solutions through MetLife. ecurities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. MML Investors Services LLC., is not affiliated with MetLife.