Approaching retirement can be both exciting and intimidating. Decisions you make now will shape the years ahead, but navigating the complexities of financial planning can feel overwhelming. Many individuals face uncertainty, not just about their finances, but also about their future identity and the legacy they wish to leave.
A robust financial plan, customized to reflect your values and dreams, can transform your outlook. Imagine stepping into retirement with a clear vision and the financial confidence to pursue new passions, travel the world, or support causes close to your heart.
At TandemGrowth, we offer more than financial advice—we build relationships. Your advisor is a trusted partner, helping you explore “what if” scenarios and identify potential financial blind spots. With our multi-faceted approach, you can navigate the complexities of financial planning with confidence.
FINANCIAL PLANNING
A holistic financial advisor can help you get your resources and actions in alignment with what matters most.
Align your actions and resources with what matters most.
A Risk Management Plan can free you to enjoy your journey by feeling confident that you protected your income, assets and loved ones from anticipated risks.
Coordinated estate planning can give you confidence that upon your death, wealth is passed to individuals or institutions in an effective manner, while remaining consistent with your values.
Pass on wealth effectively and consistent with your values.
We believe that financial planning is about more than just numbers – it’s about your life and your future.
We collaborate with, not dictate to.
We ask questions before giving answers.
We care about the things you care about.
We never give you a one-size-fits-all plan.
Transitioning into retirement is a major life change. We recognize the emotional weight and the need for a trusted partner in this process. TandemGrowth is not just an advisor, but a supportive guide, understanding your concerns and providing knowledgeable, compassionate guidance.
We are completly satisfied with our continued experience with Tandem Growth Mona is a reeal pleasure to work with. She is very helpful in all our financial matters. We trust her guidance and suggestions completley.
2 months ago
Tandemgrowth employees exude competence, professionalism and INTEGRITY. You can "sleep well at night" after you partner with this firm.
5 months ago
Always very well prepared and great guidance/advice.
5 months ago
I am not a high maintenance client but when I need to talk to Jeff, he is always there for me. I have been with the firm since 2000 (I think).
5 months ago
I always feel confident with the financial advice I receive from Jeff and his team. I know that my best interest is their priority.
5 months ago
I depend on your expertise and team. You are a very valued part of my life . Everyone is very responsive and kind, as well as being professional.
5 months ago
Mona gets a 5, the "team" gets a n/a, which brings it down to a 4.
6 months ago
TandemGrowth is the first, and it will be the only, financial advisory firm that I work with. Jeff and Mona are trusted advisors who I am confident always have my best interests in mind. Both are extremely responsive and take the time to ensure that my questions are answered to my full satisfaction.
6 months ago
We think the semi annual meetings plus are very good thorough and to the point recapping year to date and yearly results.
It might be good to get a written quarterly summary page of our accounts in the mail.
We’ve been in a bull market for a number of years. If the economy changes for the worst how do you change your strategy to invest in a bear market that could last for a year or more? All in all very good management of funds and good client communications.
6 months ago
Jeff and his team are awesome. They take a measured approach to long term goals, and are very responsive to clients.
6 months ago
Mona and Jeff are very caring and trustworthy. I highly recommend.
6 months ago
We have found the team to be knowledgeable, professional, and very helpful. I have never had a problem reaching anyone I needed to reach! We are very happy with the way that we’ve been treated by the Tandem Growth team.
6 months ago
My wife and I have known Jeff Bernier and he has been our Financial Advisor since before he started TandemGrowth. He has helped us build our retirement plan in terms of how we wanted to retire. As a result we have been able to travel the world, save for our grandchildren's education, and enjoy our retired life. Jeff has inspired confidence during times of stress in the market. He has taught us to avoid emotional decisions which could harm our plan. Jeff is very supportive and helps us form our decisions. He has become a friend. I would recommend Jeff and his team to anyone that wants help in achieving their dream retirement plan. He has helped us build ours and we really appreciate all he has done for us and our family.
6 months ago
Jeff & his entire team have been professional & responsive throughout our relationship.
6 months ago
I have been a client of Tandem Growth Financial Advisors for the last twenty years and in few words.......I am extremely satisfied.
I say that, because the Tandem Growth team consists of very professional and knowledgeable individuals who under the direction of Jeff Bernier provide total support and customer satisfaction.
They are very responsive and their inputs have provided me with the information to help me make the right decisions.
The return on my investments has been very consistent and has given me a sense of security.
I would recommend Tandem Growth to anybody looking for a trustworthy and experienced financial advisor.
6 months ago
The team is always very responsive and provides just enough information to communicate effectively.
6 months ago
Very helpful support spanning investments, risk (insurance), and estate planning.
The testimonials displayed are made by persons who were clients of TandemGrowth Financial Advisors, LLC (“TandemGrowth”) at the time of writing. Clients received no direct or indirect compensation for their comments. Client experiences are unique and can vary from those reflected. Testimonials should not be viewed as the sole determining factor in obtaining or retaining TandemGrowth’s services and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
Experience retirement on your terms
When you partner with TandemGrowth, you gain the ability to:
Approach retirement with clarity and confidence
Enjoy a life that reflects your values and passions
Navigate financial complexities with trusted guidance
Celebrate life’s milestones with thoughtful planning
Build a legacy aligned with your financial goals
Feel supported by a team dedicated to your success
Join us in making your retirement the best chapter yet!
