The Author's Showcase - S5E33
from OBS Hosted by Keith O. Williams
Jeff Bernier has been providing personalized financial advice to individuals and families since 1986. After starting his career with a large firm where he felt there were limited products and services available, he made the decision to form his registered investment advisory (RIA) firm, TandemGrowth Financial Advisors, LLC. This gave Jeff the freedom to offer the holistic, objective advice that he believes his clients need and deserve. Three decades later, he couldn’t be prouder of his team and the firm’s continued dedication to their clients and their financial planning. In addition, Jeff enjoys sharing his experiences as a frequent speaker and published author. He often covers tax planning strategies, retirement income distributions, and asset allocation for business executives, retirees, and long-term investors. His new book release, The Money and Meaning Journey, shows that it is possible for wealth and meaning to grow together in your life’s second act. That it is possible to create wealth and use it to benefit your life, your family, and your surrounding community. Jeff Bernier walks readers through the process of uncovering “what matters most” and offers a toolkit for managing money in the second act of their lives through goal-focused investing, tax planning, and estate planning.
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