Kurt Hagemann of Gateway Financial Partners

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Kurt Hagemann of Gateway Financial Partners Welcome to Hagemann Wealth Management, where we start by listening. We are committed to understanding what is important to you.

Hagemann Wealth Management was founded on the principle to serve clients with honesty, integrity, and give them the best experience possible. We strive to develop long-term relationships with our clients and help guide them through all aspects of their financial life. Together we review your objectives, financial information, and personal investment experience. Only after obtaining this complete picture will we implement the financial vehicles necessary to work toward accomplishing your goals. Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org

For a list of states in which we are registered to do business, please visit www.hagemannwealth.com. Third Party Posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Maybe, but it depends.Inherited IRAs and retirement accounts may come with income tax obligations. Understanding how dif...
10/28/2026

Maybe, but it depends.

Inherited IRAs and retirement accounts may come with income tax obligations. Understanding how different assets are taxed is key.

Estate planning also includes the steps you take to protect yourself during life, too. Include documents like a healthca...
10/26/2026

Estate planning also includes the steps you take to protect yourself during life, too. Include documents like a healthcare directive and power of attorney.

Estate planning isn’t just for later, it’s for life transitions, too.Here are 4 core documents that can support your goa...
10/21/2026

Estate planning isn’t just for later, it’s for life transitions, too.

Here are 4 core documents that can support your goals:

Will: Designates heirs and guardians.

Advance Directive: States your medical preferences.

Beneficiary Designation: Ensures accounts transfer to the right people.

Trust: Offers structure, privacy, and control (in certain cases).

Reviewing these every few years or after major life events can help keep your plan aligned with your intentions.

Incapacity planning ensures someone you trust can step in if needed. Without it, courts may appoint a guardian who doesn...
10/19/2026

Incapacity planning ensures someone you trust can step in if needed. Without it, courts may appoint a guardian who doesn't reflect your wishes.

LLCs offer flexibility in how income is reported and how the entity is taxed.This article breaks down the distinctions b...
10/15/2026

LLCs offer flexibility in how income is reported and how the entity is taxed.

This article breaks down the distinctions between default classifications, S-corp elections, and the implications of each for business owners.

https://www.forbes.com/councils/forbesfinancecouncil/2025/05/14/llc-tax-benefits-explained-what-you-need-to-know/

While you may have initially opted for the sole proprietorship or partnership structure for your startup, these structures may not be practical once your business grows.

Without conversations, even well-crafted plans can create confusion. Talk through healthcare decisions, guardianship, an...
10/14/2026

Without conversations, even well-crafted plans can create confusion.

Talk through healthcare decisions, guardianship, and financial directives with those closest to you.

You might have a 7-figure business… and still feel broke.Why? Because most of that value is tied up in non-liquid equity...
09/28/2026

You might have a 7-figure business… and still feel broke.

Why? Because most of that value is tied up in non-liquid equity.

Without a plan to convert business value into usable cash flow, before and after exit, you risk:

– Not being able to retire on your terms
– Being forced to sell under pressure
– Missing out on tax optimization

Wealth isn’t just what you own. It’s what you can access.

Address

106 W Wilson Street, Ste 3
Batavia, IL
60510

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16303269007

Website

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