Helping you pursue your financial goals.



retirement income



your assets



to leave a legacy

Get your retirement kit!

This retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!


Get started
in 3 easy steps

We’ll help you create a well-thought-out strategy, to help you address your financial needs and concerns.


1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. evaluate

Using the Lake Point Advisory Group plan, we’ll examine your current financial situation, and determine your retirement needs.


3. Plan

Receive a custom strategy to help you reach your unique retirement goals.

Get started on the path toward your dream retirement today!

Featured On



Decoding the Retirement Puzzle

A must-read for retirees wanting to protect their hard-earned nest egg.

"Wealth Smart Show"

With Reid Johnson

Sundays from
11 a.m. - 12 p.m.

Saturdays from
3 - 4 p.m.

Saturdays from
3 - 4 p.m.

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.

October 15
Retirement Seminar – Fort Worth, TX
6:30 pm | Ruth’s Chris
October 15
Taxes in Retirement – Rockwall, TX
6:30 pm | Rockwall Chamber of Commerce

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

meet our team

Our experienced professionals are not just knowledgeable about finances; we also understand the importance of confidence in your financial future.
» Meet Our Team


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.
» Watch The Video


Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

The Lake Point Advisory Group Story

Develop a custom strategy so that you can take steps toward meeting your retirement goals.

The Lake Point Advisory Group Story

We believe everyone should be able to live the retirement they’ve always wanted. That's why we're here to help you.


Complimentary Consultation

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.