Wide Ranging Retirement & Tax Planning

Experienced Investment Management Services

​

I founded LakePointe Advisors in 2014 as a Northeast Ohio based retirement, tax planning and investment management firm serving all of Northeast Ohio and surrounding communities.

 

Do you ask yourself any of these questions when thinking about your future?

• Do I have enough to retire?

• Can I enjoy the quality of life I want in retirement without running out of money?

• How will my taxes change in retirement?

• Will my family be okay if I get sick or die?

• Will I have enough to leave something behind for my kids and grandkids?

• How should my investments change when I retire?

​

If you can't, or aren't sure, how to answer these questions, don't worry...many can't. Since 1997, I've provided clear and personalized advice to help people answer these key questions and feel more confident and prepared for their retirement.

​​