John Berlet

John is focused on helping clients find confidence in their retirement dreams by creating well-thought-out financial strategies that put their vision first.

John got his start in the industry in 1978, and founded his firm in 2000. With his 40-plus years of experience in the business, John works to ensure his clients receive the help, guidance and care they deserve.

Also, as an industry veteran, John knows the challenges and fears that many retirees and pre-retirees face. During every interaction with his clients with his clients from initial visit to post-retirement check-ups, John works to alleviate these concerns.

John holds insurance licenses in four states and is a certified Financial Fiduciary (CFF).

FEATURED ARTICLES

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Educate Yourself

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Two

Understand the Basics

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Three

Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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