Financial Professional

Financial Professionals in North Texas

Lake Point's financial professionals offer financial planning and wealth management services, life insurance policies, annuity investment services and retirement plan consulting created to meet our clients' individual goals.

The structure of our company lets our advisors develop individualized, comprehensive financial plans that are constructed around our clients’ needs rather than being limited by the products a single company has to offer.

We specialize in helping local residents prepare for what lies ahead, which for most people centers around retirement. There are, however, countless unique financial situations in Texas. Our experienced financial consultants understand everyone is unique. We hold a consultation with all of our clients to understand their unique backgrounds and hopes for the future.

Financial Services

There are lots of financial products that can lead you to a safe pathway to a secure retirement. There are benefits and risks related to each one. Your financial professional at Lake Point Advisory Group will help you decide which will work best for you and for your future.


Many people choose an annuity to strengthen their financial freedom.

Life Insurance

The expenses that follow after someone passes away can be gigantic. Who wants to leave that financial hardship on their children? A skilled financial professional can help you choose which life insurance plan is best for you.

Infinite Banking

Infinite banking is both a new concept and something that has been around for centuries. It allows investors to become their own banks. To learn more about this exciting financial strategy, call us today.


Take the next step toward a confident financial future

For more information about any of the products and services listed here, schedule an appointment today, or attend a live seminar.

Or give us a call at 214.771.3363