It can be difficult to make financial decisions without access to information.
We're committed to helping you make informed decisions about your financial future.
At Lake Point Advisory Group, we hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as Social Security, financial planning and the Teacher Retirement System (TRS). Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar and insurance sales presentation.