Jeff Bernier (CFP®, CFS®, ChFC®)
Jeff Bernier focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Corporate Executives
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
3 unique/distinguishing values
Holistic Approach
Life's journey is ever-evolving. No one's path is a straight one. For that reason, we believe in a "big picture" approach to financial planning. We want to take into consideration your values, goals, and resources along with your risks and liabilities to create the most accurate financial map for your unique journey.
Deep Relationship
A big part of our process involves the discovery of the information beyond the numbers. In order to truly advocate for you, we’ll need to get to know you really well. Throughout our process, we’ll get a full picture of who you are as an individual, who you are as a couple, and what your relationships are to money. We’ll also uncover your dreams, concerns, and conflicts. With this knowledge in-hand, we’ll help you organize your existing resources so that we can analyze strengths and weaknesses.
Financial Mapping
We have the expertise and experience to translate your vision and challenges into an actionable plan. Together we can help you readjust to create a clear path toward your financial destinations with confidence.
Additional Information
YOUR UNIQUE JOURNEY
Life is a journey. Where are you headed?
Are you nearing retirement age and looking to get the most out of life without financial stress?
Now that you are reaching this pivotal phase, you may be experiencing some uncertainty. Have you saved enough? Will it last as long as you need it to? What changes should you make before retirement?
As you age, financial demands evolve. We can help you structure your spending and saving in order to support your retirement timeline and future goals, no matter what they may be. With a clear road map and expert advisors that help you adapt to your current situation, you will feel confident about the future that is just around the corner.
Are you planning for a future that seems pretty far down the road?
Financial demands can seem to come from every direction at this stage of life, and planning for long-term goals may seem like too much to ask. You may be comfortably supporting your lifestyle, but are you saving enough to keep it in the future?
Balancing your finances for the highest quality of life both now and later can be overwhelming. We can show you how your current financial decisions will affect your lifestyle in the long-term. With smart decisions and a straightforward plan, you will be able to navigate the “now” and have clarity and confidence in the future.
No matter what stage of the journey you are in, TandemGrowth can provide a path forward. Together, we will create a customized financial map to help you optimize your resources and achieve your goals. With a caring advisor to provide a clear and unbiased picture of how choices can affect your future, you will be prepared every step of the way.
NAPFA Start Date
September 15, 2005
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