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