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This retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!
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Decode Your Retirement Puzzle
with the Lake Point Advisory Group Process
Making your money last throughout retirement can be a difficult puzzle to figure out on your own. We can help you put all of the pieces together to create a strategy that fits your unique retirement needs and dreams.
Find all the Pieces
Identify all of your retirement dreams and explore your options.
See the whole picture
Create a retirement income strategy to help you pursue your financial goals.
Plan to succeed
Enjoy the retirement you planned for, knowing we’re just a phone call away.
Get started on the path toward your dream retirement today!
take the first step:
REQUEST A COPY OF OUR BOOK
Decoding the Retirement Puzzle
A must-read for retirees wanting to help protect their hard-earned nest egg.
for retirement income
smart withdrawal strategies
for medical costs
“Wealth Smart Show”
With Reid Johnson
Need more info?
Attend a live seminar
Our seminars focus on common financial concerns that individuals and families face in retirement. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
Meet Lake Point Advisory Group
Meet our founder
As investment adviser representatives, it’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder
watch our story
We're to help you make the most of your retirement. We can help you create an income plan so can feel confident in your financial future.
We can meet with zero obligations on your part. If you can invest one hour today for a no-obligation consultation, we can place you on the path toward owning your tomorrows.