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Understanding Today’s Financial Environment

Welcome, we’re Lake Advisory Group, a financial organization in The Villages, FL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Our Services

Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term.

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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

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Helpful Content

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

 

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

How Stocks Work

Understanding how a stock works is key to understanding your investments.

How Income Taxes Work

A quick look at how federal income taxes work.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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