# WealthGen Advisors

> WealthGen Advisors is an upscale financial advisory firm in Sarasota with a low\-cost, high\-tech approach to financial planning\.

Generated by Yoast SEO v26.9, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Business Exit](https://wealthgenadvisor.com/business-exit/)
- [Why Smart People Get Scammed: Protecting Your Wealth in 2026](https://wealthgenadvisor.com/why-smart-people-get-scammed-webinar/)
- [Business Exit Kit](https://wealthgenadvisor.com/business-exit-kit/): Selling a business affects taxes, retirement, and family wealth\. Explore timelines, deal structures, and exit planning strategies\.
- [App Privacy Policy](https://wealthgenadvisor.com/app-privacy-policy/)
- [Mobile App Support](https://wealthgenadvisor.com/mobile-app-support/)

## Posts
- [The Dividend Snowball Effect](https://wealthgenadvisor.com/the-dividend-snowball-effect/)
- [An Employee Stock Options Guide](https://wealthgenadvisor.com/an-employee-stock-options-guide/)
- [Estate Planning in 2026: Reduce Taxes While Growing Generational Wealth](https://wealthgenadvisor.com/estate-planning-in-2026-reduce-taxes-while-growing-generational-wealth/): Reduce estate, income, and capital gains taxes under the 2026 rules with trusts, gifting, basis planning, QSBS, and charitable strategies\.
- [AI Scams and Your Family's Wealth: What Households Should Watch For in 2026](https://wealthgenadvisor.com/ai-scams-and-your-familys-wealth-what-households-should-watch-for-in-2026/): AI scams and family wealth are colliding in 2026\. Learn how cloned voices, deepfake calls, wire fraud, and practical family safeguards work\.
- [The First 90 Days After Receiving an Inheritance](https://wealthgenadvisor.com/first-90-days-after-receiving-an-inheritance/): Received an inheritance? Learn what to review in the first 90 days, including asset inventory, tax deadlines, liquidity, family decisions, and planning next steps\.

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## Landing Pages
- [Spring Fling](https://wealthgenadvisor.com/spring-fling/)
- [A CPA’s Smart Guide for Small Business Retirement Plans](https://wealthgenadvisor.com/a-cpas-smart-guide-for-small-business-retirement-plans/)
- [Building the Right Plan](https://wealthgenadvisor.com/building-the-right-plan/)
- [Retirement Plan Costs Checklist](https://wealthgenadvisor.com/retirement-plan-costs-checklist/)
- [Secure 2\.0 Checklist](https://wealthgenadvisor.com/secure-2-0-checklist/)

## Locations
- [Lakewood Ranch](https://wealthgenadvisor.com/locations/lakewood-ranch/): WealthGen's fee\-only fiduciary financial advisors are happy to serve the financial and retirement needs of Lakewood Ranch residents\.
- [Downtown Sarasota](https://wealthgenadvisor.com/locations/downtown-sarasota/): Conveniently located in the heart of Sarasota, WealthGen financial advisors are always right around the corner to serve your financial needs\.

## Videos
- [Your Business Sold for Millions\. But How Much Will You Actually Get?](https://wealthgenadvisor.com/videos/your-business-sold-for-millions-but-how-much-will-you-actually-get/): Learn how earnouts work in business sales and why understanding the difference between your headline sale price and actual proceeds can help you make more informed financial decisions\.
- [Choosing the Right Retirement Plan for Your Business](https://wealthgenadvisor.com/videos/choosing-the-right-retirement-plan-for-your-business/): Learn how choosing the right business retirement plan can help reduce taxes, improve deductions, and better align profits with long\-term planning\.
- [How to Use Your Investments to Support the Causes You Love](https://wealthgenadvisor.com/videos/how-to-use-your-investments-to-support-the-causes-you-love/): Learn how donating appreciated assets can reduce taxes and increase your charitable impact\. More to the cause, less to tax, same generosity\.
- [Why Where Your Investments Live Often Matters More Than What You Own](https://wealthgenadvisor.com/videos/why-where-your-investments-live-often-matters-more-than-what-you-own/): Are your investments in the right accounts to help manage taxes? See how asset location affects after\-tax results without changing what you invest in\.
- [Rewarding Top Talent Without Giving Up Ownership](https://wealthgenadvisor.com/videos/rewarding-top-talent-without-giving-up-ownership/): Discover how to reward top talent while maintaining ownership\. Ken Hargreaves covers phantom stock, stock appreciation rights, and long\-term incentive plans, plus tax considerations and strategic growth alignment\.

## Categories
- [Financial Planning](https://wealthgenadvisor.com/category/financial-planning/)
- [Retirement](https://wealthgenadvisor.com/category/retirement/)
- [Estate Planning](https://wealthgenadvisor.com/category/estate-planning/)
- [Employee Stock Options](https://wealthgenadvisor.com/category/employee-stock-options/)
- [Business Owner Planning](https://wealthgenadvisor.com/category/business-owner-planning/)

## Tags
- [Roth](https://wealthgenadvisor.com/tag/roth/)
- [ESOs](https://wealthgenadvisor.com/tag/esos/)
- [Retirement Planning](https://wealthgenadvisor.com/tag/retirement-planning/)
- [Tax Planning](https://wealthgenadvisor.com/tag/tax-planning/)
- [401\(K\)](https://wealthgenadvisor.com/tag/401k/)

## Optional
- [Sitemap index](https://wealthgenadvisor.com/sitemap_index.xml)