About Retirement & Estate
Planning Specialists

We have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.

A Proven Approach

We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.

Why Us?

Our team is comprised of people with different kinds of finance experience, but we all have this in common–a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.

Bernadette Tymitz President

Bernadette has worked in the Estate Planning business for over 25 years, she has focused the last decade with assisting her clients with funding of their trust and retirement planning. Bernadette has extensive knowledge in planning for retirement and wealth preservation. Bernadette is professional, detailed, flexible, creative, and most importantly client oriented. Bernadette offers a unique combination of legal, financial and analytical skills with the ability to assess all vantage points that will assist clients and their families with a plan that is specific for them.

Bernadette is a graduate of the University of Michigan. She and her husband Jeff, who is a graduate of Ohio State (yes that happened), have five wonderful children. Bernadette refers to them as her fab five. Somehow, the two of them have been able to find a wonderful balance between home life and their careers. Bernadette is an active runner and volleyball player. She enjoys coaching youth volleyball and building the confidence of young ladies. Bernadette absolutely loves her job. A highlight to her day is meeting new people and hearing their personal stories. Bernadette feels that she can share valuable information regarding the needs and concerns of retirees and their families.

Bernadette is a member of the Million Dollar Round Table, Better Business Bureau, National Ethics Association, Romeo-Washington Chamber of Commerce and the founder of the Non-Profit Women Empowerment. Her writings have been published in magazines.

Autumn Meyer

Director of Client Relations

Autumn is a recent grad from Central Michigan University. She has her Bachelors Degree in Business & Event Planning. Autumn has a strong sense of giving back to the community through volunteer work. She married her soul mate in July. She and her husband Luke are building their foundation for a long and happy life together. Autumn will be extremely happy to assist you with any of your concern and needs within our office.

Maureen Dubois

Executive Assistant

Maureen is a graduate of Regina High School. She has been a hair dresser for over 35 years while raising three beautiful daughters. Maureen finds herself as an empty nester with her two awesome dogs that keep her company. Maureen has worked with Bernadette for several years part-time while continuing to own and operate her personal salon. She is an expert in customer service and keeping everyone on a schedule. She offers our clients a sense of security and balance within our company. Maureen jumps in wherever she is needed. She always offers a helping hand in any area in and out of the office. Maureen also brings an amazing sense of humor to every aspect in life. She has an overwhelming ability to make people laugh in some of the toughest situations.

Women Empowerment

Women Empowerment (WE) is a nonprofit organization that focuses on women. Bernadette Tymitz is the President & Founder of WE Empowerment. She created the nonprofit after having several women attending her seminars or being referred to her for appointments after losing their spouse. It was an eye opener for Bernadette that women are completely underservice in our industry.

During Bernadette’s meetings she had one client share with her that she had a freezer full of casseroles after her husband passed away, however, not one person offered to asked the question “how are your finances, can we refer you to someone?” She felt completely lost. Bernadette spent hours with her going through every item step by step. What was going to need to be done for social security, pensions, IRA’s, Non-Qualified brokerage accounts, bank accounts, and life insurance and that was just the start. Over the next few years, Bernadette worked with her client when it came to selling her house, her health insurance, and just a continuous of everyday things.

Another referral of Bernadette’s is one that lost her husband unexpectedly. He passed from a massive heart attacked at 61. She was completely terrified. She had no idea of any of their finances; that was something her husband always took care of. We are happy to say that she has been a long time client of Bernadette’s and is doing fantastic. She misses her husband terribly; however she now has a complete understanding of her finances now and peace of mind. Bernadette was able to create a plan of which she will not outlive her available income.

Those are just two of the many individuals that Bernadette has helped. Bernadette is completely dedicated and passionate to work so closely with individuals. Education is extremely important to her. Bernadette does not take the approach that she comes up with a plan and that’s what you stick with. She believes in WE. We come up with a plan of action that fits your needs, goals, and ideas. She also believes that a plan is to develop and for you to understand every idea of the plan, that WE create together. Bernadette has helped  with women support groups, women shelters, teenagers who cannot write a check and cannot balance a check book. Women Empowerment is a proud partnership with Retirement and Estate Planning Specialists.