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Helping you pursue your financial goals.

We can help you create a retirement readiness strategy.

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!

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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.

  • pieces

    Find all the Pieces

    Identify all of your retirement dreams and explore your options.

  • whole-picture

    See the whole picture

    Create a retirement income strategy to help you pursue your financial goals.

  • succeed

    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:

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REQUEST A COPY OF OUR BOOK

Decoding the Retirement Puzzle

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

plan

for retirement income

Discover

smart withdrawal strategies

prepare

for medical costs

“Wealth Smart Show”

With Reid Johnson

       

Sundays
11 a.m. - 12 p.m.
10 - 11 p.m.

Saturdays
9 - 10 a.m.
3 - 4 p.m.
7 - 8 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.

Mon
December 30
Taxes in Retirement – Rockwall, Texas
Rockwall Chamber of Commerce
6:30 pm
Mon
December 30
Social Security – Granbury, Texas
Langdon Center Concert Hall
6:30 pm
Thu
December 12
Retirement Seminar – Allen, TX
Bonefish Grill
6:30 pm

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

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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

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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.