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Blogs

5 Year-End Tax Planning Opportunities
Gen4 Wealth Advisors | Dec 1, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Asset Allocation and Risk Allocation
Gen4 Wealth Advisors | Nov 1, 2023

Asset Allocation and Risk Allocation

Asset Management
Risk Management
Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Small Business Owner Retirement: Dealing with an Unexpected Exit
Gen4 Wealth Advisors | Oct 2, 2023

Small Business Owner Retirement: Dealing with an Unexpected Exit

Small Business
Business Owner
Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Our Offices

Leawood Office

5251 W 116th Place,
Suite 200,
Leawood, KS  66211

Las Vegas Office

8925 West Post Road,
2nd Floor,
Las Vegas, NV  89148

Contact Us

E: info@gen4wealth.com
P: 913-269-3735

   

Securities services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Investment Advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors and Gen4 Wealth Advisors are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS |  WCG Form CRS 

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