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:


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.


2. Evaluate

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


3. Plan

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

Schedule a Meeting

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Contact Us

Main Office

Phone: 214.771.3363


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: 8117 Preston Road #110, Suite 300
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: 415 S Morgan St.

Granbury, TX 76049

Sandy, UT Office

Address:  9075 South 1300 East, Suite 101

Sandy UT 84094

Grapevine Office

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

Springwoods Office

Address: 24624 Interstate 45 North, Suite 200

Spring, TX 77386