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John P. Bernier CFP, CRPC, CMFC, CSA
Woodstock, Connecticut 06281
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Primarily focused on Financial Planning and solving any problems or "gaps" that may appear as a result of that planning. My work is mostly centered on retirees and pre-retirees. I am licensed for investments, annuities and all types of insurance. I am paid in various ways. Fee for service, commissions and assets under management. It may be one of these or a combination. I am NOT fee only. Type of fee to be charged is determined once we have a signed agreement as to what services are to be provided.
I am a graduate of Central Connecticut State University with a Bachelor of Science degree in Social Science. I taught Junior High before entering the financial services industry. I have been doing this since 1983 and recently celebrated 40 years in the industry. Sixteen of those years were spent with John Hancock. I started Woodstock Financial Planning Services in July 1999. Next year will mark 25 years as an independent professional. I am fortunate to still be working with some of the same people that I met when I first began with Hancock! I pride myself on building those types of long lasting relationships. Creating friendships as well as business relationships.
Please contact me to see if I can be of any service to you.
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