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John Billington, CFP®, AIF®, ChFC®, CLU®, LUTCF

John Billington, CFP®, AIF®, ChFC®, CLU®, LUTCF

CERTIFIED FINANCIAL PLANNERâ„¢ Professional, Financial Services Executive, SpecialCare Planner

As a Financial Services Executive and Financial Planner with Barnum Financial Group, I offer comprehensive financial planning and investment management services to individuals and families who want to preserve and grow their assets. I help my clients identify their goals, plan for retirement, grow and protect wealth, lower tax liabilities, identify insurance needs, and assists with their estate planning needs. I provide financial strategies that are carefully tailored to each client’s goals, values, and tolerance for risk. At Barnum, I lead a team of six financial professionals and also work closely with my clients’ attorneys and accountants, in order to provide comprehensive financial planning.

Areas of Focus:

  • Investments
  • Retirement Planning
  • Risk Management
  • Tax Efficiencies
  • Estate conservation
  • Employee and executive benefits
  • Employee education and guidance

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT. AR Insurance License #1543779  CA Insurance Lic # 0G67486

Check the background of this investment professional on FINRA’s BrokerCheck