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Investments

Roth & Traditional IRA's

SEP & Simple IRA's

529 Plans

Mutual Funds

Variable Annuities

Equity Indexes Annuities

Fixed Annuities

Stocks, Bonds, CD's

Brokerage Accounts


Financial Planning

Retirement Plans

Tax Plans

Pension Option Planning

401(k) & 403(b) Planning

College Plans

Personal Estate Plans

Estate & Charitable Planning

High Income Investment Planning

Cash Flow Management

Insurance

Term Life

Whole Life

Variable Universal Life

Key Man Life

Disability Income Insurance

Long-Term-Care Insurance

We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

info@lakewealthgroup.com   |  352-989-4800

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