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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 is a supportive individual who specializes in the administrative tasks around the office and enjoys connecting with people. She grew up in Leesburg, Florida, and is currently attending the Ultimate Academy to earn her...

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Joshua Simpson

Investment Advisor Representative

(352) 350-2008

Born on Ft. Carson, just outside of Colorado Springs, Colorado, Joshua grew up in a military family and spent his youth living all over the country, meeting all different types of people.

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Keith A. Simpson, MBA, joined Lake Advisory Group in 2009. Prior to joining Lake Advisory Group Keith was a Financial Advisor at Merrill Lynch and MetLife. Keith graduated from Park College with a B.S. in Management.

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