Planning for your financial future has never been easier than working with Bernard Wealth Management Corp. We're a financial planner in Birmingham, MI, helping people create personalized financial plans to leave a lasting legacy. Our team works to have a deep understanding of each client's financial situation. We manage several different types of accounts, from Taxable broker accounts to Simple IRAs, Qualified Retirement Plans, and more - we advise our clients on the most appropriate type for their goals. Whether you need assistance with retirement planning, wealth management, or financial advising our team is happy to help you. Contact us today for a no-fee initial consultation!
Our many services are convenient and flexible, allowing you to select the services that are right for you and your company. We adapt to assume the role that complements the functions of your attorneys, CPA's, and others. We're not bound to any one funding vehicle or to any individual investment company's financial products. We're only bound to what is in the best interest of the plan participants.
At Celtic Wealth Management Group, we believe in providing financial planning that empowers our clients to make educated financial decisions. After understanding your unique needs and goals, we provide you with the knowledge and guidance to choose a path that works best for you. Our ultimate goal is to be your lifetime advocate. We don't just look at what will give you the best return today, we look at the whole picture throughout each phase of your life. We provide independent financial planning, custom plans and solutions, along with exceptional personal service. We also offer tax and estate planning through an independent Certified Public Accountant and Estate Planning Attorney. From accumulation through retirement income, we deliver on our promise that you will always be taken care of. You work hard for your money and you should never have to worry about outliving your savings. By working with Celtic Wealth Management, you can retire with the confidence of knowing that your income will last as long as you do.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Are you sure you will be okay in retirement. Can me for a free consultation.
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