It’s never too late to take the first step or get a second opinion on your financial strategy.

Get started
in 3 easy steps:

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1. Discover

Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

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2. Evaluate

Using the Lake Point Advisory Group plan, we’ll examine your current financial situation, and determine your retirement needs.

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3. Plan

Receive a custom strategy to help you reach your unique retirement goals.

Consultation

Contact Us

Main Office

Phone: 214.771.3363

Email: leads@lakepointadvisorygroup.com

Fax: 469.402.0698

Address: 1 Horizon Court, Suite A

Rockwall, TX 75032

Our Locations

The Woodlands, TX Office

Address: 2219 Sawdust Road, Suite 1001
The Woodlands, TX 77380

Plano East, TX Office

Address: 101 E. Park Boulevard, Suite 600
Plano, TX 75074

Fort Worth, TX Office

Address: 2201 Dottie Lynn Parkway, Suite 123
Fort Worth, TX 76120

Dallas, TX Office

Address: 5956 Sherry Lane, Suite 1000
Dallas, TX 75225

Cedar Hill, TX Office

Address: 610 Uptown, Suite 2000
Cedar Hill, TX 75104

Houston, TX Office

Address: 5850 San Felipe Street, Suite 500
Houston, TX 77057

Granbury, TX Office

Address: 4425 East U.S. Highway 377, Suite 117

Granbury, TX 76049

Sandy, UT Office

Address: 9075 1300 E, Suite 101

Sandy, UT 84094

Grapevine Office

Address: 1111 South Main Street, Suite 111
Grapevine, TX 76051