Meet With A Financial Advisor.
The Lake County Tax Advisory Group has a certified financial advisor here to assist you with all your financial services. We offer services for tax preparation, insurance, retirement and investment planning, and annuities.
What we will do for you:
1. Provide you with an income stability analysis report.
2. Give you access to award winning financial prediction software.
3. Complimentary one on one financial planning session
4. Talk to licensed advisors about any of your financial needs
Complete this form to get started today!
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.