Services

Personal Services

St. Bernard Financial Services, Inc. serves a broad client base with comprehensive financial services. We conduct a complete financial analysis to better understand and evaluate our clients specific needs and propose sound solutions to work toward their financial objectives. Our Ultimate Services include:

• Personal Financial Planning & Consulting
• Retirement & Estate Planning
• Education Planning
• Life, Health & Disability Protection Planning
• Registered Investment Advisory Services
• Asset Management
• Educational & Informational Seminars
• Tax Planning

Business Services

• Business Financial Planning & Consulting
• Executive Retirement & Estate Planning
• Business Continuation & Executive Compensation
• Protection Planning with Life, Health & Disability Insurance
• Qualified Retirement Plans such as IRAs, 401Ks, & 403Bs
• Educational Savings Plans

If your only business advisors are your CPA and Banker, contact us to see the difference an independent financial professional can make to your business's financial health!