Be My
Retirement
Guy ...
ABOUT US
Helping Clients Successfully Retire Since 1988
Since 1988, we have been assisting in the creation of successful plans and portfolios to meet our clients’ long-term financial goals.
Ensuring that our clients always have enough income to weather any financial storm is one of our primary duties.
Do you have questions about YOUR investments, taxes, monthly income, retirement, and/or estate planning?
A Proven Approach
We first review all estate planning documents to ensure correct beneficiary designations, healthcare directives, and establish a plan for your family to avoid probate. Following this, we create an income roadmap.
We then position our clients to mitigate any significant drops in their retirement accounts. By avoiding large drawdowns due to market conditions and ensuring adequate income, you will be able to relax and enjoy your retirement years.
Why Us?
Our team operates 100% virtually, meaning we’re as close as your phone, smartphone, or computer. No more wasting time sitting in traffic to discuss your retirement accounts. Travel where you want, when you wish.
You can access your accounts 24/7, 365 days a year. All assets are held at well-known national companies. Additionally, all estate planning documents are created by one of the largest estate planning firms in the US, all virtually, from the comfort of your own home.
OUR TEAM
Bruce Barga
- 35 years’ experience in the Financial Services arena.
- Bruce started an independent agent before working his way up to Regional Vice President for a major Independent Marketing Organization who had over 75,000 agents and over 1,000 Investment advisors.
- Bruce has collaborated with individual clients, small business owners, as well as large established Investment Houses; providing cutting edge Fixed Annuity and Asset Backed Long Term Care product lines while providing solutions to address his clients’ concerns.
- Bruce specializes in unique Fixed Annuity, Guaranteed Income Rider and Asset based Long Term Care solutions.
- Bruce and his wife Polly have two grown children and enjoy traveling to the Hilton Head as well as the Gulf Coast.
Jim Johnson
- Jim began his financial career in June 1983 as a broker with a large, national company.
- He left there in 1986 and started his sales career as an agent and security specialist with another major US Company. He’s been specializing in Retirement Planning, Estate Planning and Investment Management since 1988, when he formed his first office.
- Jim provides solutions by helping clients Avoid Probate, usually by completing their first Probate Audit. This helps create a more effective Estate Plan, next designing the Retirement Income Outline and lastly selecting the Money Managers that provide improved Risk Adjusted Returns to our clients’ funds.
- His own family’s disappointing experience with the Probate Process when he was a young boy has molded his views on why everyone should avoid Probate court.
- He enjoys spending time with his three grown children and especially spoiling his grandchildren. Hobbies include cooking on the grill, trying new restaurants and playing golf when the sun is out.
SOCIAL
FREQUENTLY ASKED QUESTIONS
Your assets will be held by major, national firms where you can rest easy at night, knowing they are safely protected.
We believe in having a plan in place that addresses ALL potential problems regarding adequate income, taxes, Washington DC politics, and avoiding market ‘hiccups’ to your account values.
We are as close as your phone or computer screen when you need us!
It should start with your proper estate planning documents that address your goals and objectives. From there, we build a rock-solid income plan that incorporates an investment portfolio, retirement and tax planning, as well as any insurance needs.
Most people should begin with the correct documentation, enabling them to control their life’s assets, avoid probate, save on taxes, and prepare for any contingencies that may arise.
You never have to leave the comfort of your own home. We bring the estate planning firm to you if needed. We utilize a proprietary method to establish your correct income needs. Then, we fine-tune the ‘risk-adjusted’ returns on your retirement accounts. Afterward, we can put your retirement planning into overdrive, potentially allowing you to retire a few years earlier with more money!
CONTACT US
Get Started Today
It’s never too early or too late to start upgrading your retirement planning. Share your goals with us, and we’ll help you create a better plan to achieve them.
Be My Retirement Guy
Virtual Offices now serving Ohio, Indiana and Florida.
Hours
Monday – Friday: 9am – 5pm
Saturday – Sunday: By appointment only