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.
*There are no upcoming seminars at this time. 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.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of A4 Wealth Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by A4 Wealth Advisors, LLC, a Registered Investment Advisor in the States of North Carolina and South Carolina. Insurance products and services are offered through A4 Capital Management. A4 Wealth Advisors, LLC and A4 Capital Management are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of North Carolina or where otherwise legally permitted. A4 Wealth Advisors, LLC and John Balcerzak are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.
Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.