“Lake Point Advisory Group has done a wonderful job with our retirement. They give us confidence in the future.“
“Chris is extremely knowledgeable and willing to break down the complexity of financial industry. He truly helps those needing to plan for retirement with an upmost and fiduciary responsible nature. Highly recommended!“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“I had a consultation with Jace. He was professional, knowledgeable & personable. He listened to best understand my situation and how they could help. He gave great advice that will impact my financial trajectory. Consultation is free and worth the time. They have in-house tax professionals as well which go hand in hand with wealth management.“