When you join the Barnum Premier Client Group, you become a member of my inner circle. I pride myself on taking care of everyone inside that circle. My team and I provide strategic advice in investment management, asset protection services, portfolio management, and financial planning.
Whether you’re an emerging professional, pre-retiree or business owner, I understand the need to not only protect your income, but help it grow. Speaking of business owners, we work extensively with you and corporate executives delivering financial education, executive compensation strategies, and business succession planning. If you’re a pro-athlete, we have the experience to give you the tools to take care of your assets and offer avenues to create real impact for your passions and on your communities.
Let me and my team help you achieve your financial goals, strengthen your portfolio, keep your assets safe and provide new opportunities for you and your loved ones. We are Barnum Premier Client Group. And we’re here for you.
Sincerely,
Jason Bayuk, CFP®
Pro Athletes
A career in professional athletics is more than just your compensation, it’s also your personal brand.
Emerging Professionals
You’re killing it in your career field but don’t have time to build a financial plan. That’s where we come in.
Retirement in Sight
Retirement is just around the corner, and you need a plan. We can help.
Business Owners
You’ve amassed a large amount of income, but you need a point person for your financial needs. Look no further.
Our Team
Jason’s success as a financial planner is possible because of the strength of his team. Each member specializes in specific aspects of your financial portfolio, so there’s always an expert looking over your financial plan. Together they form one of the strongest financial planning teams in the New York metropolitan area.
“I’m nowhere without my team. Together, we work to help make our clients dreams a reality” - Jason Bayuk
Financial Planning Process
Financial Planning ProcessJason’s 6-Step Financial Planning Process is the first step down the road to your financial well-being. The first step in the process is the interview. We sit down with you to learn and understand your goals and objectives. After all, this process is all about you. Next, we gather all your data, to develop a plan that’s right for you. The more data, the more personalized the plan can be.
From there we analyze where you are in your life and how we can help achieve your goals. This step involves developing comprehensive solutions based on information acquired from the first two steps. Once we develop the plan, it’s times to review with you and discuss some recommended strategies that Jason and his team have uncovered in their research.
Once everyone is on the same page, it’s time to put the plan into action. We implement all the team’s recommendations that were agreed upon. Of course, this financial plan can be done through the firm of your choosing. The last step in the process is to consistently monitor the plan and its effectiveness. Often, we will need to update the plan to adjust for changes within the market and in your life, but all great plans need to be flexible.
The Barnum Report
Check out our blog with fresh, timely articles released each month and posted right here on our website.
Understanding the Alternate Valuation Date
Should You Ever Retire?
