Retirement
Retire Strong: How an Active Life Enhances Your Wealth and Well-Being
Stay active in body and mind to safeguard health, trim medical costs, and enjoy vibrant, fulfilling, financially resilient retirement years.
Stay active in body and mind to safeguard health, trim medical costs, and enjoy vibrant, fulfilling, financially resilient retirement years.
Discover how a health savings account (HSA) offers triple tax benefits and can become a powerful tool in your retirement strategy.
Learn how phantom stock, SARs, and LTIPs can align executive performance with growth—without giving up equity or control in your private company.
Explore executive compensation strategies like deferred comp and SERPs to retain top talent, improve tax outcomes, and support long-term business goals.
Learn how directed trusts offer control, flexibility, and peace of mind in estate and retirement planning—especially for business owners and HNW families.
Explore entity conversions, ownership shifts, and holding companies to streamline operations, spark growth, and safeguard your business and family wealth.
Learn how lessons from 1970s stagflation can help safeguard your portfolio against today’s stubborn inflation and sluggish growth.
Discover how historical & modern tariffs and trade wars shape markets—plus smart moves to protect and grow your portfolio.
Blending families and wealth? How do you protect your legacy without starting a feud? Explore estate planning for blended families done right.
Could a poorly planned buy-sell agreement cost your heirs millions—or your business its future? Discover what every wealthy owner needs to know now.
Office: (941) 706-4151
650 Central Ave #1
Sarasota, FL 34236
8130 Lakewood Main Street, Ste 103
Lakewood Ranch, FL 34202
Hours
Mon-Fri: 8:30am - 5:30pm
Sat: 9am-12pm
Ken@WealthgenAdvisor.com
While the firm is registered in FL, TX and CO, WealthGen Advisors are able to offer advisory services in other states. The information presented is for educational purposes only and should not be considered an offer to buy or sell, or a solicitation of any offer to buy or sell securities and does not amount to investment advice.
Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.
WealthGen Advisors does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines. Investment Advisory Services offered through WealthGen Advisors a Registered Investment Advisor. Registration does not imply a certain level of skill or training.
Insightful articles that reflect our low-cost, "stay the course" investment philosophy.
Free videos that cover complex topics in an easy-to-digest explainer style.
