Understanding Today’s Financial Environment
Welcome, we’re Lake Advisory Group, a financial organization located 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
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
How literate are you when it comes to your finances? Brush up with these five basics.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
With alternative investments, it’s critical to sort through the complexity.
The market is as unpredictable as the weather. We’d love to help you prepare.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here’s a crash course on saving for college.
Why are 401(k) plans, annuities, and IRAs so popular?