Profile: 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 began his career 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 from initial visits to post-retirement check-ups, John works to alleviate these concerns.

John holds insurance licenses in 33 states and is a Certified Financial Fiduciary (CFF).





Annuity Guide

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Tandem Trust Financial

John Berlet
(512) 650-2653 John.Berlet@RetirevoMail.com
Licensed in 33 states. John Berlet CA Ins Lic #0f06781, John Berlet TX Ins Lic #2609695


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John Berlet

John.Berlet@RetirevoMail.com

1315 S Church Street Rockport, TX 78382

(512) 650-2653
Licensed in 33 states. John Berlet CA Ins Lic #0f06781, John Berlet TX Ins Lic #2609695
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Disclaimer: The information presented here is intended as information only and is not intended to represent 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.