Retirement is different today than it has been for previous generations – it is a great time for you to get a second opinion on your retirement to help address common retirement planning concerns.
At my New Generation Retirement seminar, you will receive answers to these questions and others to help you learn how to prepare for a steady retirement in a changing world.
*Due to overwhelming response, our seminars are currently full. Please complete the form to be added to our waitlist and notified of available future dates.
With over 20 years of experience in the financial services industry, John Balcerzak has dedicated his business career to helping families and small businesses accomplish their financial goals by focusing on their core values which involve balance and clarity of all four asset classes. (Financial, Intellectual, Social and Human).
With all the turmoil in the markets and conflicts of interest with advisors, John believes clients can be best served when advisors act as fiduciaries for their clients. John also believes that “if you always take care of the clients’ best interest first, the clients will take care of you and you can build real trustworthy lifelong client relationships.” John has been a multi-year winner of the Five Star Professional award, is a regular contributor to WCNC’s Charlotte Today show, hosts a radio show called “Creating Lifestyles Building Legacies” and is a published author. John has also been featured in Forbes magazine and has the following licenses: Series 65, Life & Health, Long-Term Care and Property and Casualty. To further his education and ethics, John attained the prestigious Certified Financial Planner ™ certification.
John resides in Lake Norman with his wife, Anya, and their two sons, John and Aiden. John and Anya attend Elevation Church. John is also a member of the National Ethics Bureau and the Financial Planning Association. One of John’s true passions is giving back so both A4 Wealth Advisors, LLC and John are actively involved in the Gradient Gives Back program and help raise money for St. Jude Children’s Research Hospital. John enjoys boating, skiing, golf, traveling, reading and attending Carolina Panthers football games. John is committed to truly make a positive difference for all the people in his life.
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