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About Us - A4 Wealth Advisors, LLC
http://a4wealth.com/about-us
First Name (Full) *. Home Zip Code *. Please check the box above.
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Financial Planning - A4 Wealth Advisors, LLC
http://a4wealth.com/financial-planning
The Financial Planning Process. Step 1: Establish the Client-Planner Relationship. Our first appointment is always complimentary so leave your checkbook at home. We want to get to really know you and what matters most to you, especially your core values and specific financial goals. This is the first step in our second opinion analysis. Step 2: Establish Client Goals and Objectives Fact Finding. Step 3: Analyze and Evaluate your Financial plan. Step 4:Develop and Present Recommendations. In the third mee...
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Investment Management - A4 Wealth Advisors, LLC
http://a4wealth.com/investment-management
At A4 Wealth Advisors, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, and income needs. Our investment strategies are designed based on your investment goals. Exchange Traded Funds (ETF). When and How to Add Social Security. First Name (Full) *. Home Zip Code *.
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Our Team - A4 Wealth Advisors, LLC
http://a4wealth.com/our-team
8220;We offer financial solutions and security through honesty, integrity and service.”. Welcome To A4 Wealth Advisors, LLC. John B. Balcerzak, CFP , Founder, Managing Member, Author, Investment Advisor Representative. Gail Scurry, RICP , Investment Advisor Representative. Her unique experience and skillset includes co-founding and managing a successful construction company in the Charlotte area that she helped grow to 125 people and over $20M in revenue. After company sale, she successfully transiti...
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In the News - A4 Wealth Advisors, LLC
http://a4wealth.com/in-the-news
John, we can put the information from your old site here, but wanted to discuss since they are from 2012. Also, I’d like to take out your offer to listen to a podcast on your website. It’s valuable, but not valuable on a website especially since there is only one (1) podcast on here. Are you currently contributing to any media at this time? If so, maybe we can add here. This page could really shine! This is from 2012, and again, I’d like to keep this modern/current. Thoughts? Listen to the Podcast.