A1A Wealth Management, Inc.
About A1A Wealth Management, Inc.
A1A Wealth Management, Inc. is an independent, fee-based financial planning firm, small business consultant, and registered investment adviser. Owned by Certified Financial Planner™ professional, Mark Dennis, the firm serves a client base of small business owners, r...etirees, and affluent families.
Business Services -- Cash flow strategies for small/medium businesses -- Invoice factoring, equipment leasing, working capital, insurance, staffing, retirement plans, employee benefits and more.
Individual Services: Retirement income strategies, wealth management, investment advice, insurance, and more.
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See allLocation & hours
- Mon Mon 9:00 am - 5:00 pm
- Tue Tue 9:00 am - 5:00 pm
- Wed Wed 9:00 am - 5:00 pm
- Thu Thu 9:00 am - 5:00 pm
- Fri Fri 9:00 am - 5:00 pm
- Sat Sat Closed
- Sun Sun Closed
Updates & tips from A1A Wealth Management, Inc.
Produce Predictable Retirement Income With Bond Ladders
Retirement investors seeking to generate a long-term income stream often need to rely on a number of strategies and tools to achieve their objectives. One such strategy that uses fixed-income investments is bond laddering. (read more here) Read More
Four Risks to Your Retirement Future
Younger retirees may face a retirement that lasts 20 years or more. With the cost of living almost certain to rise, it is important for their portflios to include a source of growth that is likely to surpass inflation over time and preserve purchasing power thr... Read More
Paycheck Insurance? What?
You insure your car, your home, your business... What about insuring your paycheck? If you became too sick or injured to work... to run your business... where would the money come from to pay the bills? May is disability income awareness month. Find out more ab... Read More