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Our Comprehensive Financial Services

Financial Planning

Our financial consultants at Lake Advisory Group bring experience and judgment to help you consolidate all aspects of your financial life into one coordinated plan that includes retirement and estate planning.

Portfolio Management

Our portfolio management approach combines your financial needs, investment objectives, time horizon and risk tolerance level to yield an effective investment strategy.

Insurance Services

Our Licensed Insurance Agency provides wealth transfer planning including updating and improving present insurance policies and asset protection (IRA & Annuities). We offer life, universal life, whole life, term insurance, indexed annuities, immediate annuities and long term care. Our annuity contracts utilize guaranteed lifetime income strategies.

 

Amanda Wheelis joined Lake Advisory Group in early 2019, originally as an Administrative Assistant. Promoted in 2020, she now uses her organizational skills and drive for professional excellence in her role as a licensed independent...

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Cynthia De Hart joined Lake Advisory Group in the fall of 2020 as Marketing Director. She earned her MBA in Marketing from Xavier University and her Bachelor of Arts in Economics and Art History from Denison University. After her...

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Joshua Simpson

Vice President Operations

(352) 350-2008

352-350-2103

Josh joined his father, Keith, at Lake Advisory Group in 2014. In 2020, he earned his MBA from St. Leo University in St. Leo, Florida. Josh uses disciplined research and analysis of industry investments and his broad knowledge of...

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As a fiduciary, Keith Simpson lives his values: hard work, discipline, and doing what is right by the client. Keith joined Lake Advisory Group in 2009 and liked it so much he bought it in 2015. Prior to joining Lake Advisory Group...

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