Jeff Bernier (CFP®, CFS®, ChFC®)

Jeff Bernier focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

First and foremost, TandemGrowth exists to help clients live their dreams through proper management of their financial resources. Financial advisors at TandemGrowth help clients evaluate the opportunities, benefits, costs and tradeoffs of their financial and life choices. We help successful professionals develop and implement comprehensive, strategic financial plans covering the following areas: Goals-based Investment Planning, Retirement Planning, Education Funding, Legacy/Estate Funding, Income Tax Planning, Cash Flow Planning, Risk Management Planning/Parental Care, Stock Option Planning. Over our 20 years in the financial services industry, clients have hired us to find realistic planning solutions to their complex financial and personal needs. We are creators of The Lifetime Indepdence Builder, a comprehensive financial planning and wealth management process designed to meet your specific objectives. Whether you are retired and worried about outliving your income, or thinking about your family and the legacies you want to leave behind, we can help!

Additional Information

The name “TandemGrowth” means partnership, working together to reach a common goal — your financial independence. A partner is an individual whose counsel you trust, whose advice you heed, and whose relationship you value. TandemGrowth's team of financial advisors offer invaluable, objective counsel. We stand ready to provide your family with the “Expertise You Need. Perspective You Want. Partnership You Deserve.”

NAPFA Start Date

September 15, 2005

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This Office

3820 Mansell Rd Ste T30 Alpharetta, GA 30022-1535 Phone: (770) 641-6360 Ext: 1 Fax: (770) 641-6361