Smart Planning to Simplify Your Life
Welcome to Lake Point Advisory Group
At Lake Point Advisory Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns. We’re not just knowledgeable about finance; we also understand the importance of confidence in your financial future.
As investment adviser representatives, it’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
Making your money last throughout retirement can be a difficult puzzle to figure out on your own. We can help you put all of the pieces together to create a strategy that fits your unique retirement needs and dreams so you can feel confident in your financial future.
Decoding the Retirement Puzzle
DOWNLOAD A COPY OF OUR BOOK
How will you turn a pile of assets into regular paychecks? Where does Social Security fit in? How will you handle taxes in retirement? Will you have enough money to last into your 80’s and 90’s? What will you do for health care? We tackle these questions and others head-on, using years of industry experience and stories to illustrate various ways to plan for the unexpected and work at Decoding the Retirement Puzzle.
A must-read for retirees wanting to help protect their hard-earned nest egg.
Lake Point in the Media
RECENTLY PUBLISHED ARTICLES
Don’t Let Volatility Rear-End Your Retirement Plans
You never put market risk behind you entirely. To protect yourself, you need to keep an eye out and be proactive. One step you might not have considered: Try using both an active and a passive investing strategy.
COMMUNITY INVOLVEMENT
Lake Point Advisory Group, along with our partners in the local community and The Leukemia & Lymphoma Society, helped raise crucial financial assistance for the Johnson family in their battle against childhood cancer.