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
Meet Our Team
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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.
Our Services
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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.
Events
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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.
Read Our Blog
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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.
Published Articles
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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.
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