Knowledge is power, so be in the know and register for an upcoming educational workshop that will give you the information and tools to move forward with confidence. Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. The Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. The Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
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As a fiduciary, Keith 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 Keith was a. 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.
At Lake Advisory Group, we follow a Value approach to investing, looking for undervalued, dividend paying, consumer driven companies that we can hold for the long haul. We obtain the broad tax efficient diversification through direct ownership of stocks and bonds. Your investments are painstakingly researched and selected specifically for your unique financial objectives and time horizon.
We work with you to develop a retirement strategy that will take into account all of your retirement assets including Social Security, Medicare, Life Insurance, and all your retirement savings accounts. We use an investment strategy that takes into account your personal feelings towards investment options including green investing, social investing, and risk tolerance.
Most people have spent their working years putting aside money to cover their expenses in retirement. But now that the time is coming closer, or already here, what is the best way to take money from your various accounts. Do you have a plan that takes into account your Medicare premiums, how much of your Social Security will be taxable, how much income you will need to sustain your vision of retirement, and how to make it all work together?.
Don't worry, most people forget that things like beneficiaries and coverage amounts need to be reviewed and updated over time because life happens. As things change in your life it is important to review your policies and be sure that they are still in order. We will be happy to help you review your current policies or help you determine whether or not a new policy would be in your best interest.
