John Berlet President of Boomers Advisory Group LLC is a leader in safe money concepts. John has spent the past 31 years in Austin teaching Baby Boomers and Beyond how to preserve their assets increase their income and reduce income taxes.Mr. Berlets educational forums have been widely attended by retirees and pre-retirees throughout the Austin Area. Over the past nine years John has assisted hundreds of families in protecting their assets and income assuring that they and their beneficiaries will have confidence and peace of mind in their ability to achieve financial longevity.
Bachelors of Business Administration in Finance MBA Finance Canterbury University 1994Risk Management - Retirement Planning Insurance - Asset ManagementLicensed Texas Real Estate Agent 1995Chartered Trust and Estate Planner 2001Certified IRA Distribution Planner2002
Member of the Financial Planners Association- Austin BBB- Society of Senior Advisers- FINRA
US Small Business Association: Office of the Inspector General 409 3rd St, SW Washington, DC 20416 (800) 827-5722 external website
Follow the steps below for checking on a business before you buy or contact the organizations listed on the left. Click here to learn more about how this industry is regulated.
1. Don’t pick a firm "out of a hat."
Finding a company on Google or Amazon is convenient. But it’s the equivalent of picking a name out of a hat. Better approach: Ask family, friends, and colleagues for referrals.
2. Follow the "paper trail."
If an online merchant fails to display contact info, proceed with caution.
3. Look for companies that follow "best practices."
Try to deal with companies that believe in doing business the right way. Narrow your search to those belonging to professional business associations that promote best-practice standards.
4. Tap the "wisdom of the crowd."
Understand that companies sometimes "game" review sites by giving incentives to their customers to write positive reviews or by having employees write them. Bottom line: treat reviews as an important "data point," but not the only measure by which to evaluate a company.
5. Inspect the work.
If you’re happy with what you’ve seen and heard, ask to see evidence of their work.
6. Put the firm under a microscope.
If you have any further doubts about the company—or if the purchase is very large—check with state consumer protection agencies or consider purchasing a background check on the business owners and/or principals.