Delivering on Your Promise

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Podcast Episode Title: Delivering On Your Promise

Guest Bio: I work with a variety of professionals in numerous industries, with a particular focus on medical professionals, including Certified Registered Nurse Anesthetists (CRNAs), to develop an integrated long-term plan that works to bring their unique view of their financial future to life. I help them address the unique cash flow, savings, investment and insurance needs they face at each stage of their career. Whether you have just started your career or are planning for retirement I take the time to develop a thorough understanding of who each client is, how they think and what matters most to them.

I develop a customized strategy that is aligned with their personal and financial goals. Each strategic plan addresses the core areas of investment planning, risk management, retirement and estate planning, and family financial planning including education funding and elder care.

I provide ongoing monitoring and periodic in-person reviews.

I am here to adjust each strategy when necessary so it evolves to capitalize on I am the co-chair of one of the largest teams of experienced financial professionals who work hard to provide exceptional service and personalized attention.

Podcast Episode Description: This week on the show, we’re joined by Marcello De Pascale, a financial planner with Barnum Financial Group who focuses on medical professionals, helping them with their unique cash flow, investment needs and more. He’s here to share his experiences, his overall career in the financial services industry and the importance of delivering on your promise to your clients.

Follow Paul Blanco on Instagram: @paul.f.blanco

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: [phone].

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