Top Financial Advisor
Serving The Villages and Leesburg
Lake County Tax Advisory Group Financial Services specializes in retirement planning, taxes, and investments. We have events happening every month.
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Color of Money Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.
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Lake County Tax Advisory Group Financial Services
Exit Engineers LLC d.b.a. as Lake County Tax Advisory Group is a Licensed Insurance Agency. Investment Advice offered through Rodriguez Investment Advisory, Inc. Registered in the state of Florida. Lake County Tax Advisory Group & Rodriguez Investment Advisory, Inc. are separate entities.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.