(1) Full-time Advisors with Professional Designations (Not just salespeople).

(2) Focus on Retirement and Estate Planning (Most clients are retired or retiring soon).

(3) Specialized Education and Training in Investments, Taxes, Retirement and Estate Planning.

(4) Individually designed plan for every client.

(5) Prepares Unbiased Plans (No proprietary products, we work for you).

(6) Fee based option available through A4 Wealth Advisors LLC, a registered Investment Advisory Firm.

(7) Diversified Investment Experience.

(8) Committed to educating the public in financial planning through retirement seminars, meetings and workshops.

(9) Regular reviews (quarterly to annual), focusing on the bottom line and life changing events.

(10) Periodic informative newsletters to clients.

(11) Free Consultations.

(12) Asset Protection and Comprehensive Estate Planning.