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Creating Lifestyles, Building Legacies™

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Creating Lifestyles, Building Legacies™,
A Roadmap for Financial Independence

Provides a step-by-step guide for your retirement planning.

Schedule a complimentary financial consultation and you will receive a free copy of this informative book.

 

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5 Important Social Security Questions You Should Know

For many retirees, Social Security benefits form the foundation of their retirement income. In order to make sure you get the most out of your benefits, you should have a solid grasp on this complex matter.

We have put together an informative brochure that helps answer the following questions:

  • What is your Social Security amount?
  • When is the best time to start taking your Social Security benefit?
  • Are there different options if you are married?
  • Does earning additional income while you are on Social Security impact the value of your benefit?
  • Do you pay tax on your Social Security benefit?
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Latest from Forbes on A4 Wealth Advisors, LLC

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The Goal for Most Retirees: A Guaranteed Income for Life

As a fee-based registered investment advisory company, A4 Wealth Advisors has a fiduciary responsibility to place clients’ needs ahead of its own. It’s a responsibility the team takes very seriously. “We’re plan-driven, not product-driven,” Balcerzak says. “We look for the best vehicles for each client’s needs, based on their plan.
Read the full article here.

Generational Vault

You will never waste your precious time on the ceremony of the safe deposit box again. With the Generational Vault you can access your important information 24 hours a day, seven days a week. Every time you log into the vault, you have immediate access to detailed financial information. You can view a snapshot of your financial picture, a simple-to-understand summary of all your financial accounts, detailed records of your assets, important financial reports and dynamic charts.

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