My Mission

By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.

My years of training and experience in financial services help me to assess your most important financial concerns.  Working together, we'll evaluate each issue to design a financial strategy that addresses your unique needs and helps you reach your goals.

When it's time to implement your strategy, we'll work side-by-side to review the alternatives.  Next, you'll select a combination of products and services that makes sense and is appropriate for your needs.  From time to time, I'll check back to make sure you're still on track and sticking to the strategy.

Paul Bernier is the Founder and President of Bernier Financial Services. Starting his career in 2006, Paul has helped many of his clients navigate through the complexities of retirement. He attended The Wharton School of the University of Pennsylvania to become a certified Retirement Planning Specialist® and also earned a CRPC® designation from the College for Financial Planning. The CRPC  (Chartered Retirement Planning Counselor) designation is considered one of the nation's premier retirement planning credentials. In addition, Paul holds an Ohio Life, Accident and Health Insurance License as well as the Series 7, Series 66 and Series 24 securities licenses.

 

Paul Bernier is a consistent Million Dollar Round Table (MDRT) qualifier and a member of Equitable Advisors Elite Producer Group (EPG). The EPG is a platform of top producers who meet certain eligibility requirements. EPG members are the most distinguished, innovative and respected financial professionals affiliated with Equitable Advisors. Their members are highly experienced at meeting the special needs of affluent individuals, corporate executives and business owners.

 

Equitable Advisors Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future.  These include:

 

 


  • Fee-Based Financial Planning
  • Retirement Planning
  • Business Planning
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • Disability Income and Other Insurance
  • Long-Term Care Insurance
  • 401(k) and other Company Sponsored Plans
  • 403(b) Plans
  • Asset Management Accounts
  • Mutual Funds
  • Money Markets
  • Traditional and Roth IRAs
  • Wrap Fee Accounts
  • Brokerage Accounts
  • 529 Plans
  • Deferred Compensation Programs
  • Buy-Sell Plans
  • Non-Qualified Retirement Plans
  • Life Insurance for Key Persons
  • Asset Allocation Strategies
















    •  
  •  
  •  
  •  
  •  
  •  
  •  



 


Now that you've learned a little bit about me and the work that I do, let me help you pland for your financial future.  Send me an email, give me a call at the phone number listed on my Home page or register for a no obligation meeting here on my Website using the "Appointment Sign-up" link.  Let's work together to help you build a more secure financial future.


 


 


 


 


Thanks for visiting