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
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What kind of auto insurance should you have? Do you know?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Do you have an estate strategy? You should.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Even low inflation rates can pose a threat to investment returns.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What is your plan for health care during retirement?
When do you need a will? The answer is easy: Right Now.
Making the most of surprises is a great reason to work with us.