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Book a COMPLIMENTARY CONSULTATION today!  


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We would like to invite you and your spouse or a guest to meet for a complimentary individual consultation to review your planning as it relates to your current strategies.  There is never a bad time to get a second opinion.  Allow us to answer any questions you may have about your portfolio or retirement planning in general.  To thank you for your time, upon completion of the financial review, you will receive a $50 gift card with no obligation.

Here are some items we can discuss as well as anything else you would like to address:
  • Guarantee you and your spouse an income that cannot be outlived
  • Reduce or eliminate taxes on social security
  • Can you offset market losses quickly and safely?
  • Will you outlive your retirement savings? (3 out of 5 of today's retirees will - 2008 Study: Ernst and Young)
  • How to protect yourself from the 50% tax trap on your IRA
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Schedule a complimentary financial review for you and your spouse, upon completion of the financial review you will receive a $50 gift absolutely FREE and with no obligation!
I would like to get a free complimentary consultation!

Have a question? We can help.

  • Any information shared during a consultation is 100% confidential
  • Nothing will be sold or promoted at your consultation
  • Schedule an at home or office visit, or ask us about booking a webinar from the comfort of your own home!

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Ask Us About Our Client Referral Program!

Copyright © 2012 Lake Point Advisory Group | All Right Reserved. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lake Point Advisory Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Insurance products and services are offered through Lake Point Advisory Group.
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