Lake Point
Advisory Group

Your financial future is far too important to leave to chance. We help create sound financial strategies for the days ahead.

“We have a personal mission to help seniors achieve financial security so they are able to enjoy retirement comfortably. ”

Is it time for you to turn the page and begin planning for the next chapter of your life?

Let us help you prepare for you financial future.

Since 2000, Lake Point Advisory Group has been working with friends and neighbors throughout the greater North Texas area to help meet their financial goals through the use of insurance and investment products.  We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you the confidence you deserve for your financial future.  That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

With Lake Point Advisory Group, helping you meet your financial needs is our first priority.  It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

We’re happy to meet with you whenever is most convenient for you. Contact us at info@lakepointadvisorygroup.com or call us at 214.771.3363 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

By contacting us, you may be offered information regarding the purchase of insurance and investment products.