WHERE PLANNING MEETS SUCCESS

​

LakePointe Advisors LLC is a retirement, tax, and estate planning firm serving retirees and pre-retirees in Northeast Ohio and surrounding communities.

 

Our planning and investment approach are guided by our belief that recommending an investment strategy before completing in-depth retirement, tax, and estate planning is like building the second floor of a house before the foundation is poured.

​

We build unique investment strategies to support one's retirement, tax, and estate planning goals.

 

 

 

 

 

"Always plan ahead. It wasn't raining when Noah built the ark"

​-Richard Cushing