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.
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.
Services
The team behind Lake Point Advisory Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. As an investment adviser representative held to the fiduciary standard, Reid Johnson's personal mission is to help retirees and pre-retirees feel confident in their finances so they can enjoy a comfortable retirement.
Lake Point Advisory Group's financial professionals offer financial planning, wealth management services, life insurance policies, annuity investment services and retirement plan consulting created to meet our clients' individual goals. The wealth management experts at Lake Point Advisory Group have experience in retirement planning, investments and life insurance.
Our educational and online workshops focus on common financial concerns that individuals and families face in retirement. Our valuable insights teach you important financial strategies to increase your income, reduce the taxes you pay and keep you from running out of money during your retirement so you can live the lifestyle you've always dreamed of.
The Social Security trust fund is now expected to be depleted by 2034, according to a recent report from the Social Security. When we consider everything life can throw at us, it seems important to prepare for setbacks. We've seen forest fires in Cali. Retirees may no longer receive taxable income from an employer, but they will likely receive income from other sources which.
Putting the Pieces Together for Your Dream Retirement - A Q&A with Lake Point Advisory Group's President and Founder, Reid Johnson. You definitely need a plan, because what's ahead could be scarier than what's behind us. In this article, Lake Point Advisory Group's CEO Joshua Wilson shares his thoughts on how to prepare for a future filled with uncertainty.
Reviews (10)
Alcorn Coleman
Oct 21, 2021
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Chris Turner
Jan 18, 2021
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Lisa Gonzalez
Nov 22, 2020
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Working towards retirement I started listening to elders and reading articles. Now that I am closing in on a retirement date wanted to find a Professional Company to look after my best interest, continue to grow my nest egg and guide me through a successful transition, retirement and not out living my money. Attending a seminar held by Lake Point Advisory in Rockwall, I found them to speak using key points I was looking for. I wanted a fiduciary group managing my money. Afterwards I meet with an Advisor, Carter; that showed me where I could approve my income and what Lake Point could do for Me
Cynthia Reynolds
Oct 12, 2020
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Denise Followwill
Oct 08, 2020
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Michelle Followwill
Aug 14, 2020
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IDoc Corp
Aug 03, 2020
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Positive: Professionalism, Quality, Responsiveness
We have worked with Lake Point Advisory Group as a support company for many years, and have always found them to be professional. They are always prompt to return emails or phone calls when we contact them. We have enjoyed working with Lake Point, and we would highly recommend them!
We have worked with Lake Point Advisory Group as a support company for many years, and have always found them to be professional. They are always prompt to return emails or phone calls when we contact them. We have enjoyed working with Lake Point, and we would highly recommend them!
Leighton Pinkham Regal Realtors
Jul 21, 2020
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I've had my retirement and stock portfolios with Lakepoint for over 3 years now and could not recommend this firm enough. They are cutting edge in how they stay ahead of trends in the market using only the best managers in the business. We've continually beat the S&P and through the pandemic they were transparent and active in their response to everything that was going on. Moreover, one of the best features of this company compared to others I've used in the past is their access to tax advisors and attorney's they can refer you to in order to have a complete financial plan taking taxes into consideration
Jonathan Broom
Jun 08, 2020
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I attended a presentation about Social Security planning -- it was very informative, and led to further discussions about Roth IRA conversions and other tax planning issues.
I have enjoyed dealing with Carter Brower, and look forward to more exchanges about how to "feather our nest", using the most effective strategic methods possible!
I have enjoyed dealing with Carter Brower, and look forward to more exchanges about how to "feather our nest", using the most effective strategic methods possible!
Kim Bowen Lpc
Aug 13, 2019
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Reid and his team have taken care of us now for 4 years. We feel they are always responsive and sensitive to our concerns. We can call them at any time and someone will be there to assist. The most important quality in any finance team is integrity and I have a lot of confidence in Reid's ability and desire to do what is best for our financial future. I highly recommend Reid Johnson.
