Our Principles

A Financial Partner You Can Trust

A Financial Partner You Can Trust

Lake Point Advisory Group's team employs members of the Financial Planning Association (FPA®), which is the largest membership organization for personal financial planning professionals in the United States. FPA® members are those who commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. They deliver advice using an objective, client-centered, ethical process.

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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.

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