Strata Financial Service

As financial advisors, our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions.

A4 Wealth Advisors LLC is a full-service retirement planning company located in Huntersville, NC. Committed to the development and preservation of all four asset classes - Financial, Intellectual, Social, and Human - their team of experienced financial service professionals helps clients achieve clarity, balance, and confidence in their lives. With a focus on excellent customer service and the protection and preservation of client wealth, A4 Wealth Advisors offers services such as asset maximization, income planning, long-term care, Medicare, and social security. They believe in aligning all four asset classes to live a prosperous and balanced life, and their mission is to serve the needs and goals of their clients. A proud sponsor of LKN Flyers, A4 Wealth Advisors offers a 5-step process to make getting started easy, including gathering documents, fact feeling, custom strategy, solutions execution, and an ongoing relationship. With their Generational Vault, clients can securely upload important documents and view financial information, while their expertise in income planning, long-term care, Medicare, and social security helps retirees navigate the complexities of retirement planning.Generated from the website

Powell Wealth, based in Cornelius, NC, is a reputable Registered Investment Advisor (RIA) dedicated to establishing lifetime relationships with clients through tailored financial advisory services. With over three decades of experience, the firm specializes in investment planning, retirement consulting, estate planning, and tax planning, all grounded in a fiduciary responsibility to maintain high ethical standards. The team at Powell Wealth emphasizes a proactive approach to managing financial opportunities and challenges, ensuring clients can achieve both long-term and short-term financial goals. Their mission is to guide clients towards financial independence and security with integrity and a disciplined investment strategy. Generated from the website