Lake Point Advisory Group
At Lake Point Advisory Group, we strive to help our friends and neighbors in Texas realize their retirement goals with smart financial investments. Our primary objective is to ensure that retirees have the financial security they need to enjoy a comfortable retirement.
We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
Related Merchants
Financial Pathways
Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.
Deane Retirement Strategies
Deane Retirement Strategies has been providing fiduciary financial advice and services in New Orleans and the surrounding area for more than 45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team approach ensures our clients will have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner for our clients.
Waddell & Reed, Denver Tech Center
Financial planning, investments and insurance products are essential components of a successful financial strategy. Financial planning involves setting long-term goals and objectives and crafting a plan to meet them. This includes looking at all aspects of your financial life such as income, investments, and retirement savings. Investments are an important way to build wealth over the long term. They allow you to diversify your portfolio and hedge against market fluctuations. The types of investments available vary, but they can include stocks, bonds, mutual funds, REITs, and exchange-traded funds (ETFs). Insurance products provide protection against unexpected financial losses. There are many types of insurance products, such as life, health, home, auto, and disability insurance. Having insurance in place can help protect you and your family from financial hardship if something unexpected were to happen. It is important to shop around for the best coverage that meets your needs and budget. These components of a financial plan can help you manage your money with greater efficiency, allowing you to make the most of your financial resources. In order to maximize the benefits of these tools, it is important to develop a comprehensive understanding of financial planning, investments, and insurance products. Working with a qualified financial advisor can help ensure that you have the right strategies in place to achieve your financial goals.
Serenity Wealth Management
Richard, a Certified Financial Planner™ (CFP®) and fiduciary financial advisor, assists individuals, families, and business owners with their financial planning needs. He has nine years of experience in the industry, eight of which have been spent as a financial advisor. His focus is on wealth and tax strategies, providing an integrated, holistic view of each client's financial situation. For active clients, Richard offers a financial plan that allows for real-time access to assets and liabilities. This facilitates accurate net worth tracking, whether the accounts are held through Richard or elsewhere. Clients are encouraged to seek his advice on any financial matters, such as purchasing a home, organizing a budget, or analyzing job offers. Where appropriate, Richard works with local CPAs to provide an all-in-one service at no additional cost. This helps to identify strategies that are often missed when the two professions are not working together. Services offered by Richard and Serenity Wealth Management include retirement planning, investment management, portfolio management, tax planning, and fiduciary services.
Centric Financial Group
Centric Financial Group is a financial services provider with a mission to help individuals, families, and businesses reach their short-term and long-term financial goals. The company offers a range of services to meet the needs of their clients, including personal wealth services, corporate financial solutions, life insurance, legacy preparation, annuities, asset-based long-term care solutions, disability income insurance, retirement strategies, investments & managed money, college funding, and health insurance. They also provide group term life insurance, group voluntary life insurance, short-term and long-term group disability, voluntary group disability, and retirement plans such as 401(k), 403(b), and 457. Additionally, the team at Centric Financial Group can assist with business succession planning, key person coverage, and supplemental executive retirement strategies.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.
NetWorth Financial
At NetWorth Financial, we are dedicated to managing the entire financial and legal needs of our clients' families. Our mission is to provide a comprehensive suite of services, from retirement planning and investment management to secure document digitization and cataloging, as well as personalized concierge-style client service. We strive to ensure that all our clients' financial, legal, estate planning, and insurance needs are met, both now and in the future for their children's and family's lives. Our experienced team will work closely with you to ensure your long-term goals are achieved. We provide a wide range of services, including retirement planning, investment management, secure document digitization and cataloging, and risk management advice. We also have the expertise to assist with legal, health, and personal recordkeeping, so that you can be sure all your important documents and records are safe and secure. With our tailored approach, you can trust that your financial security is in the best of hands.