Broker Check

Career Transitions

Client Centered

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 if you’re no longer with your employer.


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

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


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.

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.