Business Services

St. Bernard Financial Services, Inc. clients include both small and large businesses.

Our Financial Services and Products include:
  • Business Financial Planning & Consulting
  • Executive Retirement & Estate Planning
  • Business Continuation & Executive Compensation
  • Protection Planning with Life, Health & Disability Insurance
  • Qualified Retirement Plans such as IRAs, 401Ks, & 403Bs
  • Educational Savings Plans
  • Business Loans (Up to $300 million)

If your only business advisors are your CPA and Banker, contact us to see how much difference an independent financial professional can make to your business’s financial health!