Villa Tax Advisory Group INC.

CONNECT

Address:

19478 Springfield Rd
Groveland, IL 61535

Phone:

1-877-263-6114

Fax/Other:

309-387-2691

Villa Tax Advisory Group delivers seminars on a variety of topics to help strengthen your financial future.

Attendees come and hear facts, not theory. 
Nothing will be sold, and there is No cost or obligation to attend.
Come and learn strategies designed to work.
We believe it will be time well spent.

 

 

Topics of Seminars include:

  • "Maximizing Your Social Security"
  • "Understanding Retirement Risk"
  • "Savvy Social Security- What Baby Boomers Need to Know"
  • "Women, Money & Power- Take Control of Your Financial Future"
  • "401K- Power 4 Plan, IRA's Qualified Plan Opportunities"
  • "Medicare Mystery Solved"
  • "4 C's- Reframe Your Retirement Income Strategies"

 

Retired or Retiring Soon?

 Will You Need The Latest Strategies In This Economy?

Hundreds of consumers in the Tri-County area could be losing money and may never recover their hard earned savings. Learn proven strategies and techniques from George Villa, an experienced financial professional. With offices in the greater Peoria, IL area, East Moline, IL, Bettendorf, IA, and St. Louis MO, George Villa is dedicated to helping local investors strive for positive returns even in a down market.

 

Our financial advisor will cover:

  • Purpose First Planning®
  • New tax law changes- will they affect your future in taxes?
  • Immediate possible benefits of switching your retirement accounts to a Roth IRA
  • Will you have anything left over to give to your family?
  • Will income taxes take too much of your hard-earned retirement savings?
  • Investment risk management for the conservative minded person
  • Potential ways to reduce your investment risk and not your investment return
  • Protecting wealth in today's economy

 

Contact us if you are interested in any of these seminar topics or if you would like us to come to your event to present topics on other Money Saving alternatives.

As a licensed advisor in Illinois, Iowa, and Missouri, we are available to present seminars in these states. 

Call 309-387-2688 for more information.