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    John R. Berlet

    Owner

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    05/05/2009

    03/01/2018

    Boomers Advisory Group

    http://www.johnberlet.retirevillage.com

    Financial Services

    Retirement Income Planning

    Description

    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.

    Education

    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

    Associations

    Member of the Financial Planners Association- Austin BBB- Society of Senior Advisers- FINRA

    References

    Client references available upon request
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