Villa Tax Advisory Group INC.

CONNECT

Address:

19478 Springfield Rd
Groveland, IL 61535

Phone:

1-877-263-6114

Fax/Other:

309-387-2691

George Villa

George Villa

President


George Villa is the oldest of 10 children born in Peoria, Illinois. He was raised in South Dakota. George attended, taught and coached at Mount Marty College in Yankton, SD. and at the University of South Dakota. One area of expertise he taught was swimming, which has led some of his swimmers to professional status. George also wrote his own Master's Degree at the University of South Dakota. He received a Bachelor's degree and a Master's degree in selective studies and Business. George has utilized his passion to continue his education in the insurance and retirement planning industry, which he has now been a part of for over a decade. He has mainly worked with families like yours in the Central IL. and Iowa areas for the past 7 years. We've been offering a tax preparation service and tax efficient distribution planning to them as well.

George believes that communication and interaction with his clients regularly is the key to understanding their financial planning needs. He created Purpose First Planning™ to assist them in realizing their dreams and aspirations. George has qualified as a Master Elite IRA Adviser with Ed Slott, an exclusive educational organization of financial advisers. As a Master Elite IRA Advisor, George Villa completes extensive training which includes multiple classes and exams on IRA strategies directly taught by “The Elite Advisor,” Ed Slott.

George believes that at the nucleus of a successful retirement plan must be a comprehensive, cohesive financial strategy. This strategy must be exclusively put together for each individual. Each client is given watchful attention while only making adjustments as necessary for a changing economic climate.










*GEORGE VILLA (RIGHT) PICTURED WITH ED SLOTT ELITE IRA ADVISOR OCTOBER 21ST 2014*


Phone 1-877-263-6114