Financial Plan

Jeff Bernier | Jun 3, 2021

What's Your Back-Up Plan?

Life happens. As circumstances and goals evolve, do you have confidence and resilience to continue enjoying the journey? Learn how having back-up financial

Jeff Bernier | Nov 30, 2020

"Finish the Drill"

Financial Plan

Year-End Checklist

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By Jeff Bernier

Before enlightenment, chop wood, carry water.
After enlightenment, chop wood, carry water.

Zen Proverb

When Mark Richt was head

Jeff Bernier | Oct 6, 2020

8 Things You Can Do to Prepare Financially for Unexpected Circumstances

Financial Plan

insurance

Budget

estate planning

emergency reserves

By Mona Fahmy

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What's Your Back-Up Plan?

"Finish the Drill"

8 Things You Can Do to Prepare Financially for Unexpected Circumstances

Do you need a clear financial path? Start the conversation.

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