Boomers Advisory Group LLC, is an independent, privately-owned registered investment advisor firm, based in Austin Texas with branch offices in Taylor and Orange County Texas.
Our core competencies include retirement income planning, asset management and portfolio design.
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We customize each client's financial strategy to match their unique needs and retirement goals - providing them with a comprehensive, predictable road map for their retirement.
We serve individuals, employer sponsored pension plans, foundations, endowments and corporations through mutual funds, exchange traded funds,
and separately managed accounts. Whether a client's investment goal is preserving principal, maximizing income or accumulating capital, the
portfolios are designed to achieve the client's investment goals. We have the knowledge, experience and integrity to help you achieve what is most important to you including financial independence, a secure and comfortable retirement. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. Whether you are concerned about building your retirement nest egg, evaluating how to best utilize a recent inheritance, or planning for replacing your paycheck, we have the experience and training to help.
Financial Background
When you hire an advisor to help you achieve your financial goals you want to be sure the professional has the expertise to provide quality advice. While all advisors make verbal claims of expertise, I believe professionals should document their sources of expertise so investors can make informed decisions about their specialized knowledge. The best source for this type of information is an independent, objective third party like the Paladin Registry.
Call Us at (512)345-6400 or Toll Free at 1-866-498-PLAN 1)Fee Based Investing 2) Financial Planning 3) No Fee IRA Stretch ROLLOVERS. We believe that it is virtually impossible to offer clients' objective, unbiased financial advice when you are affiliated with a company that manufactures or markets financial products. For that reason Boomers Advisory Group LLC, is not affiliated with any brokerage firm, bank, insurance company, or marketing organization. In addition, as an independent Registered Investment Advisor, our firm has a fiduciary requirement to put your interests first and as an acknowledged fiduciary we are held to the highest ethical standards in the financial services industry.
Minimums and Compensation
Compensation is a defining characteristic for advisor's. Those that sell products are paid commissions. Professionals who provide advice and services are paid fees. You pay your tax and legal advisor's a fee for their knowledge and services. It should be no different for your financial adviser.
Professional Services
All of our services are based on your unique situation and financial goals. All of our strategies are tailored to provide ongoing financial services that help you achieve your most important goals. And, since each financial decision tends to impact others, we encourage you to consult with us regarding all of your needs so we can help you develop and implement a fully integrated solution. As an independent, full-service firm, we can provide open architect ed solutions that do not limit your choices to particular companies or product groups.
Client Services
Our top priority is to provide you with personalized, high quality financial services while keeping you fully informed about your assets. Client services are designed to give you the peace of mind that occurs when you are fully informed. We provide quarterly contact with clients, always-available email answers to questions, and frequent telephone consultations based on your wishes and/or needs. The ROTH CARVE OUT concept may be the best planning tool in our lifetime. Request the free Roth Carve out Report titled Seven Things You Need To Know NOW About the 2010 Roth IRA
John R Berlet CEO , MBA-Finance, Registered Investment Adviser Representative and Certified Senior Advisor
For 27 years, Mr. Berlet has been teaching Baby Boomers & Beyond how to preserve their assets, increase their income, and reduce income taxes.
John is a Registered Investment Advisor Rep., see required Texas ADV. form part II and our advisory agreement ( on the left side bar) He is also a Certified Senior Advisor, The CSA designation is awarded only to experienced Senior Advisors who have completed an additional 20 part program of study focusing on Senior issues such as Medicare, Medicaid, Social Security, Ad Valorem Property Tax, Real Estate Investment, and Estate Planning.
He holds insurance licenses in California,Texas,and Ohio.
John can be reached at (512)345-6400 or by e-mail at : john@boomersag.com
