Find Your Retirement Confidence.

We can help you create a retirement readiness plan.

At Lake Point Advisory Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

 

The Lake Point Advisory Group Process

We offer services in these three areas:

sub-services-icon-1

Grow

Retirement income strategies
Wealth management
Annuities
Investments
IRA/401(k) guidance
Social Security Optimization

sub-services-icon-2

protect

Asset protection
Life insurance
Tax-efficient strategies
Long-term care strategies
Roth Conversion
Advanced Planning

sub-services-icon-3

give

Estate/Legacy/Trust
Charitable Giving

We can also refer you to professionals who provide the following services:

Trusts
Probate
Estate Planning
Tax Planning
consultation-circle

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