Robert W. Bernard

I help Business Owners and Professionals maximize their retirement and retain their top talent by using our proprietary Premium Finance and Leveraged Lifeᵀᴹ products.

Role
Tax-free Retirement Income Specialist at Crossfield Strategic Partners
Location
Pensacola, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Robert W. Bernard

I am a former rocket scientist who has a passion for helping professionals rescue their…

Experience

  1. Tax-free Retirement Income Specialist

    Crossfield Strategic Partners

    May 2024 — Present · New York, NY, US

    We maximize your retirement income by using Leveraged Lifeᵀᴹ and Premium Finance financial products. Let’s chat today with any questions you have to see if this smarter strategy would work for you:We leverage your previous/current 401(k) & IRA\'s to significantly boost your retirement income while requiring zero out-of-pocket expenses while protecting you from downsides in the market: Maximizing your peace of mind by creating retirement income that lasts for life Reducing your overall tax burden Provide security for your loved ones :I am a former aerospace engineer and 4th generation entrepreneur who has developed expertise in helping small businesses thrive, real estate investing, asset protection, advanced estate planning, and tax-free income wealth. Want To Learn More: 70••••••55 r•••••@robertbernard.usrobertbernard.usEmployee Retention | Wealth Management | Financial Risk Management

Education

  • Old Dominion University

    Master of Engineering, Experimental Methods

    1995 — 1997

  • Wichita State University

    MBA, in Real Estate, Entrepreneurship, Corporate Taxes

    2002 — 2006

  • University of Southern California

    BS, Aerospace

    1987 — 1991

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Robert W. Bernard — Tax-free Retirement Income Specialist at Crossfield Strategic Partners in Pensacola, FL, US | Unifers