4th Generation Financial

Financial ServicesFlorida, United States2-10 Employees

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 office committed to the virtues that help people reach their financial goals. The foundation of our clients’ financial independence is quality decisions based on a long-term perspective and core values that help 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 Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 4th Generation Financial and Lakepark Wealth Group are not registered broker/dealers and are independent of Raymond James Financial Services.  Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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