About 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).
Licensed in states: AL, AZ, CA, CO, FL, GA, IN, KS, KY, LA, MI, MN, MO, OH, OR, SC, TN, TX, UT, VA, WA, WI
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Browse Quotes
Review from Scott Henderson 10/30/2022 John Berlet and his group have been great. **** listened to me and made suggestions based on my goals. Met with me a few times and the investments were made. He has always answered my calls and is willing to meet me anytime. Im glad I found John.
Scott Henderson Rancher
Kathleen E 10/29/2021 Tandem Trust is unquestionably a financial company that I trust. It's in the name! I consider John and Eric beyond a client relationship. They are friends. I appreciate the team taking the time to get to know my needs and goals. And as a bonus, John follows up every year to re-assess my portfolio and goals. I highly recommend doing business with them.
Kathleen Evans International Writer - Travel Magazine
John Berlet
Insurance license 1931899



Phone number

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