Our Process:
We provide a holistic retirement planning process, which is unique to your situation. We focus on the details to better your success rate in retirement.


Here is how we do it:
 

  1. Meet and discuss your goals

  2. Create a complimentary retirement plan personalized for you

  3. Focus on details, educate on options and implement with confidence

  4. Review your plan at least 3 times a year

  

TAx Services

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Storytelling

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DESIGN

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Investment advice offered through GWM Advisors, LLC, a registered investment advisor. 

Check the background of your investment advisor representative https://adviserinfo.sec.gov/

Advisory services are only offered to clients or prospective clients where GWM Advisors doing business as Lake Point Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors dba Lake Point Advisors unless a client service agreement is in place.
 
The content is developed from sources believed to be providing accurate information. Information provided is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.