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 of which we’ve never dealt
Many of us, at some point in our lives, will end up with a lump sum of cash, the likes of which we’ve never dealt
Office: (941) 706-4151
650 Central Ave #1
Sarasota, FL 34236
8130 Lakewood Main Street, Ste 103
Lakewood Ranch, FL 34202
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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.
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