Financial Planning

North Texas Financial Planning

We all have to do some financial planning for our own personal lives. Some of us plan to save our money in a bank account, while others plan to spend everything on video games. We are all quite different when it comes down to financial planning skills we have. The team at is here for you. We possess many of these skills and can help you make important financial decisions.

Why Lake Point?

Your retirement is a BIG DEAL. You don't want to leave these plans up to chance. You need a professional financial planner to look over your finances to provide their equitable opinion on the investment and saving options you are using, along with providing suggestions for new ideas.

Financial planning is very important to our team at Lake Point. We know that your financial decisions will have a large impact on your life today and in retirement. How can we make sure we get it right? We'll get to know you first and then develop a strategy that fits your unique background. It's the kind of personalized attention that is imperative when it comes to financial planning.

The Power of Choice

One of the best things about choosing is that we're able to provide you with options for your financial planning strategy. Instead of affiliating ourselves with a single product offering, we're able to offer you many choices from several respected institutions. This helps us match you to your financial planning product as quickly as possible.

Schedule an Appointment

Just call our office to set up a financial planning appointment with one of our skilled professionals. We'll look over your finances, talk about your goals, and determine the appropriate course of action together.

Request a Consultation!

It is important to feel you have control over your future. At Lake Point Advisory Group, we offer our experience and knowledge to help you design your own strategy for financial independence.

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Insurance product guarantees are subject to the financial strength and claims paying ability of the issuing company, and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured.