Profile: John Berlet

John Berlet President of Boomers Advisory Group LLC is a leader in safe money concepts. John has spent the last 40 years in Austin teaching Baby Boomers and Beyond how to preserve their assets, increase their income and reduce income taxes.

Mr. Berlet's educational forums have been widely attended by retirees and pre-retirees throughout the Austin area. He has clients in California, Colorado, Hawaii, and Ohio. Over the past nineteen 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.

Boomers Advisory Group is a member in good standing with the BBB and has the highest rating possible A+. He is also a member since 2009 of the National Ethics Bureau. He is heard in Austin on Safe Money Radio.

Client Testimonials

"For the last 15 years John Berlet has been working with my wife and I as our Financial Consultant/Planner. We find John to be knowledgeable, reliable, and trustworthy. He fully explains any of the business and/or retirement opportunities available to us and all of his clients for that matter. I would recommend any potential client to listen, learn, and trust that John will have your best interests in mind as I know he does ours."
~ Rick Rosa, Austin Texas.

"I can't say enough good things about our experience with John Berlet. Thirteen years ago my wife and I visited with John to decide how my wife should 'invest' her retirement account. John reviewed our retirement accounts, 401Ks, Social Security, etc. In a few days he presented us with a 'lifetime plan' for the investment and distribution of our funds to meet our financial requirements. We reviewed our plan with John every year and made modifications that John recommended. John was always available when we had questions or needed advice. THE PLAN has worked. I will never run out of money, thanks to John. I cannot express how helpful and caring John is in helping you achieve your financial retirement needs ... and he never charged me one penny!"
~ Morris Bussy, Round Rock Texas.

Life Insurance Guide

Learn more about the various life insurance options available to you that can help you achieve your goals.


Boomers Advisory Group LLC

John Berlet
(512) 431-0802
Serving Texas, Colorado, Ohio, California, Louisiana and Hawaii.

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John Berlet

2006 S. Bagdad Suite 120 Leander, TX 78641

(512) 431-0802
Serving Texas, Colorado, Ohio, California, Louisiana and Hawaii.
View My Linkedin Profile

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Disclaimer: The information presented here is intended as information only and is not intended to repesent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.