Our Services

Discover many of the opportunities available to help you plan for your financial future.

At Lake Point Advisory Group, we can help you determine a strategy appropriate for your financial situation.

To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.

  • Retirement Income Strategies
  • Wealth Accumulation
  • Asset Protection
  • Annuities
  • Life Insurance
  • Tax Minimization Strategies
  • Long-Term Care Strategies
  • IRA & 401(k) Rollovers

In addition, we can refer you to professionals who provide the following services:

  • Trusts
  • Probate
  • Charitable Giving
  • Estate Planning
  • Tax Planning
  • IRA Asset Planning

Your insurance professional and Registered Investment Advisor/Registered Representative is not permitted to offer, and no statement contained herein shall constitute, tax, legal or investment advice. You should consult with a legal or tax professional on any such matters.

To schedule a time to discuss your financial future, contact us at info@lakepointadvisorygroup.com or call us at 214.771.3363 today!

Neither the Company nor its agents or representatives may give tax, legal, or accounting advice. Individuals should consult with a professional specializing in these areas regarding the applicability of this information to his/her situation.

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.