Our mission at the Boomers Advisory Group is to protect the assets, freedoms, independence and life styles of our retired and soon to be retired clients.
Texas women who have sizeable estates are at times confused about the action to take in preserving financial security and estate for heirs. We often hear, "when my husband was alive, he took care of that."
Some pointers that can provide women in Austin, Houston, Dallas and San Antonio some direction:
1. Inaction can be just as bad as incorrect action
2. Failure to take care of what we have can be just as costly
3. Doing nothing should not be considered a safe solution, as inaction can be costly.
4. The markets, taxes, and changing legislation could erode the value of an estate while the owner procrastinates
5. Financial matters don't need to be confusing
6. Only do business with financial professionals who help you understand financial options - not complicate or uses jargon, if you cannot follow what is advised, get another professional who can
Texas women needs to insure is that:
- You have adequate income for your personal needs, which means - put on paper a list of monthly expenses
- With this list, you now can easily determine how much of your savings are required for income
- Remaining investments can be allocated to growth in your estate
- Confide in someone you trust and show your total situation - statements and bank accounts and insurance policies. Seeing the whole picture is a good place to start when asking for advice
Our goal is to gather current information on the many facets of retirement planning, focusing on pre-retirement choices and post-retirement preservation and distribution strategies. The Boomers Advisory Group, collaborates with attorneys, accountants, and bank officers to design the best planning techniques for your needs.
You have questions about retirement, we have answers. Reaching retirement is no small achievement, let us help you make the most of it. If you're in the RED ZONE, we can provide you with the education, tools and guidance you need to feel confident about creating and living the retirement you want. Is your retirement on track? Click on the icons to the left to find the answers to the questions most important to you, about everything from meeting health care costs to creating a budget.
Contact Financial Services - John Berlet
| Boomer's Advisory Group |
John Berlet CEO, MBA Finance & Member Financial Planners Association john@boomersag.com 512-345-6400 7119 McNeil Drive
We are a Registered Investment Adviser Firm, based in Austin, Texas...We serve clients in Texas, Colorado, California, Ohio and New Jersey....Specializing in tax and retirement income planning as well as portfolio management. Licensed to provide investment advisory services in Texas only, licensed to provide insurance services in those other states in which we are licensed .We understand the needs of Baby Boomers and work exclusively with individuals in the retirement RED ZONE. We design, implement, and service custom plans for our clients in areas of accumulation and preservation with focus on distribution income planning. For clients seeking fee based managed accounts our BD affiliate is Shareholder Services and managed strategies are performed by Gradient Investment Group. Other asset classes available, including Life Settlements and Private placement Real Estate.
Certified Senior Advisors (CSA) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. Know what those licenses, credentials and education signify. The CSA designation alone does not imply expertise in financial, health or social matters.
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