If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.
About us
Many people remember a time when financial advisors could be trusted to do the right thing. At 4th Generation Financial, that time is today. We are a financial services firm committed to the virtues that help people reach their financial goals. The foundation of our clients’ success is quality decisions based on a long-term perspective and core values that bring stability to today’s volatile economy. Every investor has unique experiences which color his or her investment style, so our clients are encouraged to share their stories and concerns which become the foundation of their own financial plan. Kent W. McKee has been meeting the needs of his clients for over 20 years. He graduated from the University of South Florida with a double major in Finance and Management. In 2001, he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which can help you feel confident in his ethics and competency. His main desire for you is to be able to reach your financial goals before and after retirement. TOP SERVICES • Retirement Income Planning • Asset Allocation • Estate Planning Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. 4th Generation Financial and Cambridge are not affiliated.
- Website
-
http://www.4thgenfinancial.com
External link for 4th Generation Financial
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Winter Park, FL
- Type
- Privately Held
- Specialties
- Retirement Income Planning, Estate Planning, Asset Allocation, and Financial Planning
Locations
-
Primary
1115 N. Kentucky Avenue
Winter Park, FL 32789, US
Employees at 4th Generation Financial
Updates
-
When was the last time you looked at the content of your portfolio? Steps to consider here.
Your Shifting Risk Tolerance
library-messages.com
-
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Do You Owe The AMT?
library-messages.com
-
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
What’s Your Investment IQ?
library-messages.com
-
The truth is a little more complicated with these personal finance idioms.
The Latte Lie and Other Myths
library-messages.com
-
All those years of work can add up to a small fortune. What's your strategy for your money? #BuildWealth
Lifetime of Earnings
library-messages.com
-
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
Directors and Officers Liability Insurance
-
Your home mortgage interest may be deductible. Do you itemize your deductions? #MortgageDeduction
Home Mortgage Deduction