John Harfert has been in the Financial Services industry for 30+ years. John's background includes extensive Financial Services experience through many major economic challenges and amazing opportunities in our country's history (Black Monday 1987, dot-com bubble early 2000's, 2008 housing crash, unprecedented market growth 2009 up to today). His passion is to serve his clients and provide them creative solutions by implementing strategies that aim to deliver results, not hypothetical wishes. Many of his clients have been receiving sound financial strategies since the late 80's. John's time-tested experience of serving CEO's, families, entrepreneurs, and companies has given him the depth of knowledge of markets, risk protection strategies, and the necessary guidance to help bring financial confidence, invaluable protection, and financial independence to his clients. His areas of focus are key employee strategies, retirement income strategies, and wealth accumulation and protection. By listening to the dreams and desires of his clients, John and his team can build financial strategies that can allow them to live the life of their dreams with more certainty, less stress, with suitable tools tailored to their unique situations.
His Colorado roots extend back to the pioneering days of Colorado in the early 1900's where perseverance, faith, hard work, and promises made were promises kept, where values passed down and are the hallmarks of his business practice today. John gained a bachelor's degree in Business from the University of Colorado in Colorado Springs. His wife Laurie is a Physical Therapist and his son Matthew is in a private Christian Middle School. They enjoy spending time together anywhere but especially in the mountains and at beaches, whether exploring, hiking, fishing, skiing, mountain biking. Currently, they are building a dream property in the Flathead Valley of Montana for friends, family, and missionaries to come and stay to be refreshed.
Agent of Wealth Strategies, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.