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.Contact Us
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Do you know where the idea of “retirement” comes from?
Is your estate in order? This short quiz may help you assess your overall strategy.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Second marriages are a trigger event to revisit any existing estate strategies.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How long does a $20 bill last?
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you know how to set up your financial goals for success? This knight does.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn how to harness the power of compound interest for your investments.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What does your home really cost?