Watch This Video Learn the Complete Guide to Living a Tax-Free Retirement

About Alfred  

Alfred H. Bernstein specializes in providing planning and guidance to those seeking a better lifestyle in retirement. Regardless of the value of your retirement savings, Alfred can help you keep it working hard and smart for your future; you simply cannot afford to make mistakes and run the risk of ruining your retirement lifestyle.

Alfred holds a Master’s degree in education. He is an Adjunct Professor of US Foreign Policy at Macomb Community College. As an educator Alfred goes the extra mile to ensure his clients understand the complexities of retirement and Social Security.

There is no one “best place” to put your retirement money. Everyone has unique requirements, different risk tolerance and need their money at different times. There isn’t one place to keep your money that fits everyone for exactly the same reasons. In order to make sure your money is in the “best place for you”, your unique circumstances must be taken into consideration. This is where Alfred can be of service.

Not all your retirement money will be needed at the same time; therefore you may need to space your investments so they come due when needed yet retain enough flexibility to take care of emergencies should one arise.

Alfred helps manage your retirement money properly meeting your liquidity needs and ensuring your risk is suitable helping you strike a proper balance between the short- and long-term maturities.

With Alfred’s help your retirement money and Social Security can be perfectly coordinated to assure you a worry-free retirement without fear of running out of money.

Let's Meet

Schedule An Appointment for Your Complimentary Tax-Free Retirement Review

In this review, you'll discover...

  • The best options for selecting the right Retirement Savings Vehicles
  • Defer taxes as your accumulated cash value grows. 
  • How to keep more of what you make.
  • All of your options to make your money work for you. 
  • How to provide tax-free death benefits for the people who depend on you.


Receive a complimentary Tax-Free Retirement Review to help minimize taxes during your retirement.

Complimentary eBook: 7 Steps To A Tax-Free Retirement

In this eBook you will learn...

  • How a growing tax rate can erode your retirement savings.
  • The Four Strategies used to save for retirement.
  • The potential benefits of Indexed Universal Life Insurance.
  • Common types of investment risk.
  • Why it's not how much you make, but rather how much to keep, that matters in retirement.
  • And much, much more! 

Test Your Tax-Free Retirement Knowledge 

Contact Us

Still have concerns about your financial future? Our team is here to help. You're one click away from expert answers to your most critical retirement questions.

Alfred H. Bernstein
755 Big Beaver Rd. W. PNC Complex
Suite 2050
Troy MI 48084

Phone: (586) 243-8573