Headquartered in Groveland, IL. with offices in Bettendorf, IA. and East Moline, IL. Villa Tax Advisory Group is independently owned by George Villa, an individual devoted to assisting Illinois and Iowa residents in protecting their assets and ensuring that their money lasts.


Mission Statement:

Allow our clients and families the most dynamic retirement possible by utilizing Purpose First Planning, a multi-dimension approach, to help simplify the “complex” in retirement planning and create a tax efficient plan.


Our Clients Are…

Retired or preparing to retire

Family oriented

Active adults

Conservative

Willing to plan and follow
advice


Villa Tax Advisory Philosophy:

Our philosophy has always been to establish client relationships built on trust and confidence. We seek to simplify the ‘complex’ in retirement planning. If you can draw your retirement plan on a napkin, then we’ve succeeded. Purpose First Planning strives to answer the questions of “What is it for?” “When do you want to use it?” and “How do you want to use it prior to placement of assets?” Just as you wouldn’t walk into your doctor’s office and expect the same treatment for different problems, there is a purpose for every plan, and every plan is different.


Villa Tax Advisory Specialty:

Wealth Preservation

Income Tax Preparation

Purpose First Planning

Reduction of Taxes on Income and Social Security

ROTH IRA Conversions

Legacy Planning

Life/Long Term Care Insurance

Annuities

* Tax preparation offered by CPAs, Accountants and/or registered tax preparers.



George Villa is a Master Elite IRA Advisor®. He is pictured here (right) at a recent meeting with nationally acclaimed CPA, Ed Slott who is well known for dynamic television shows, radio interviews and his insightful collection of published books.

Office Locations:

Groveland Office
19478 Springfield Rd.
PO Box 28
Groveland, IL. 61535
*Click Here for directions*

Bettendorf Office
2535 Tech Drive Suite 313
Bettendorf, IA. 52722
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East Moline Office
990 Avenue of the Cities, Suite 2
East Moline, IL. 61244
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