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Family having thanksgiving dinner while thinking about charitable giving strategies

Financial Planning

The Season of Giving: Charitable Giving Strategies Explained

November is a great month – we get to meet with our loved ones around the Thanksgiving dinner table, ponder

October 31, 2023

Couple aware of conditional life expectancies

Financial Planning

Conditional Life Expectancy: The Complex Reality of Financial Planning

Longevity is a double-edged sword. On one side, the gift of a longer life brings more experiences, memories, and milestones.

October 24, 2023

Financial Planning

The Mega Backdoor Roth: A Tax-Efficient Strategy for High-Earners in Sarasota, Florida

If you’re like many Floridians, you want to have the most tax-efficient financial plan possible, and one of the greatest

September 26, 2023

Financial Planning

Roth Conversions in 2023 (& Beyond)

Financial advisors love the Roth account. By providing tax-free withdrawals and eliminating Required Minimum Withdrawals (RMDs), Roth accounts give you

September 26, 2023

Insurance protecting a home.

Financial Planning

Investment vs. Insurance: Striking the Perfect Balance

Growth versus protection. Security versus potential. This isn’t a discussion on investment strategies, portfolio adjustments, or selecting the ideal retirement

September 14, 2023

Researcher using big data.

Technology

From 49er to Data Miner

In 1848, gold was discovered in California, leading to a massive influx of people from all over the world seeking

August 3, 2023

Businessman who received a windfall

Financial Planning

How to Handle a Windfall

Many of us, at some point in our lives, will end up with a lump sum of cash, the likes

July 25, 2023

Estate planning for young families

Estate Planning

Estate Planning for Young Families

Deep down, we all expect to live forever. Or at least long enough to live a long and fulfilling life,

July 7, 2023

Technology

The Effects and Implementations of Generative AI

The internet was created in the 1960s for inter-agency government, scientific, and university communications. However, it was popularized in the

July 3, 2023

Financial Planning

How to Plan a Tax Savvy Retirement

You’ve finally reached retirement with a healthy nest egg and many years of bliss ahead of you. You spent years

June 23, 2023

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WealthGen Advisors is a wealth management firm in Sarasota, Florida that helps affluent clients manage and improve their financial prosperity up to and throughout retirement using a sophisticated yet low-cost approach.

CONTACT

WealthGen Advisors

Office: (941) 706-4151

Downtown Sarasota

650 Central Ave #1
Sarasota, FL 34236

Downtown Lakewood Ranch

8130 Lakewood Main Street, Ste 103
Lakewood Ranch, FL 34202

Hours
Mon-Fri: 8:30am - 5:30pm
Sat: 9am-12pm

Ken@WealthgenAdvisor.com

DISCLOSURES

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.

The Investment Advisor Representative, in his individual capacity as an insurance agent, is appointed by multiple carriers to offer insurance products, including annuity contracts. Insurance carriers are unaffiliated legal entities that are not under common control or management. Insurance agents earn commission compensation for selling insurance products.

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