In the Media

the_answer_logoIn The Media

Listen to Lake Point Advisory Group’s radio show, “Wealth Smart Show,” Saturdays at 9 a.m.

Good Morning Texas

October 18, 2016:
Planning for Retirement? How Lake Point Advisory Group Can Help

July 12, 2016:
How To Be Wealth Smart with Lake Point Advisory Group

"Baby Boomer 401(k) Generation” Volatility Threat - By David Maxwell

Is Your High-Performing Mutual Fund Killing Your Portfolio?



You should be more concerned about a fund’s volatility than its average annual return.Mutual funds are the cornerstone of many investors’ portfolios. Choosing the right one for your retirement plan can be complicated. There are thousands of mutual funds in the U.S. alone, holding trillions of dollars in assets. Continue Reading

Rockwall company’s donation to help feed thousands of local families in need


(ROCKWALL, TX – Feb. 3, 2016) A $5000 donation to Feeding America and the North Texas Food Bank by Rockwall-based Lake Point Advisory Group will provide 50,000 meals to families in need in communities throughout the Lake Ray Hubbard community.

Continue reading

Lake Point Advisory Group Supports Feeding America And The North Texas Food Bank With $5000 Donation

Long-term Bonds Could Be Hit Hardest by the Federal Reserve Interest Rate Hike

The Federal Reserve’s interest rate hike could impact long-term bond investors—including many retirees—hard. Old-school investment strategies that include bond-heavy retirement portfolios may no longer be the standard for conservative retirement planning in 2016.
Wall Street Select
Star Telegram
Great American
View all news sources

Please direct media inquiries to:
(214) 771-3363

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.