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Financial Peace and Meaning in Tandem

Writer's picture: Jeff BernierJeff Bernier


Have you been working diligently in your profession and “counting the days” until you no longer trade your efforts for a paycheck?


Have you transitioned to retirement but feel anxious that you have not saved enough — wonder if you will outlive your resources or if your resources will outlive you?


Do you feel like you have to “monitor” your investments constantly to protect what you worked so hard to accumulate?


Is your retirement reality equal to your retirement dreams?


Do you find the things you thought would make you happy in retirement are coming up short?


Many people transition to retirement and trade the stress of monitoring email and meeting schedules for the stress of trying to control the uncontrollable (for example the markets, economy, and politics). They go from feeling a sense of accomplishment and achievement to a loss of identity.


If any of this sounds a little like you, you are not alone.


I believe life is a journey to uncover our “true calling” — not necessarily the persona and uniform we wore in Act One. But what we were uniquely created for. I also believe that through a process of discovery, spiritual renewal, and strategic personal and financial planning, you can make the second half of your life the best half. That Financial Peace and Meaning truly can grow together.


And the good news is, it’s a lot simpler than you might think. It is certainly a lot simpler than my profession of Financial Planning may lead you to believe.


I hope you’ll check out The Money and Meaning Journey and let it be a guide on your journey – wherever you are today.



See important disclosures: bit.ly/3MbScI5

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Jeff Bernier is the sole Member and an investment adviser representative of TandemGrowth Financial Advisors, LLC, (“TandemGrowth”) an investment adviser registered with the U.S. Securities and Exchange Commission. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that TandemGrowth has attained a certain level of skill, training, or ability. No person will receive cash or non-cash compensation, directly or indirectly, in exchange for an endorsement of this book. Any endorsement of the book, ‘The Money and Meaning Journey’ are endorsements of the book and are not endorsements of Jeff Bernier’s reputation or experience as an investment adviser representative of TandemGrowth, or of TandemGrowth itself. The information presented in this book is general commentary intended to inform its readers, including current and prospective investors, about the broader financial ecosystem. All profits from the sale of this book are ultimately paid to the Bernier Family Gift Fund at the National Christian Foundation, which makes charitable distributions to various qualifying nonprofit organizations. Except for the “Contact Page,” the book is not intended as an offer of Mr. Bernier’s or TandemGrowth’s advisory services related to the sale or recommendation of securities. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of TandemGrowth’s services will vary based upon the client’s individual investment, financial, and tax circumstances. The effectiveness and potential success of a tax strategy, investment strategy, and financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Past performance does not guarantee future results. All investment strategies have the potential for profit or loss, and different investments and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or investment strategy, including those undertaken or recommended by TandemGrowth, will be profitable or equal any historical performance level. Additional information about TandemGrowth, including its Form ADV Part 2A describing its services, fees, and applicable conflicts of interest and its Form CRS is available upon request and currently at https://adviserinfo.sec.gov/firm/summary/125490.

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