Investment Advisor in Rockwall, Texas

The team behind Lake Point Advisory Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Meet Reid Johnson
INVESTMENT ADVISER REPRESENTATIVE PRESIDENT AND FOUNDER
As an investment adviser representative held to the fiduciary standard, Reid Johnson’s personal mission is to help retirees and pre-retirees feel confident in their finances, so they can enjoy a comfortable retirement.
With more than 16 years of industry experience, Reid works closely with his clients to help identify their financial needs and determine the best strategies to help meet their goals.
Reid has passed the Series 65 securities exam and holds life and health insurance licenses in Texas. He is registered as an Investment Adviser Representative (IAR). Reid studied business finance at the University of Utah.
Reid hosts the “Wealth Smart” radio show Saturdays on several stations. He has been published or quoted in such outlets as Wall Street Select, CNN, The Star Telegram and Kiplinger.
In his free time, Reid enjoys playing golf and spending time with his wife, Danielle; sons, Ethan and Kelton; and daughter, Adilyn, on Lake Ray Hubbard near his home in Rockwall, Texas.
We can meet with zero obligations on your part. If you can invest one hour today for a no-obligation consultation, we can place you on the path toward owning your tomorrows.
Location: Rockwall, TX, USA

Comments

Post a Comment

Popular posts from this blog

Looking for a Long Term Financial Plan?

Image
Financial literacy  has always been a challenge. However, now that much of the burden of retirement income has shifted to employees instead of employers, it is all the more important that we begin teaching the principles of saving and investing to people as early as possible In a recent survey, 44 percent of Americans said they would rather discuss death, religion or politics than talk about personal finance with a loved one. The taboo attached to talking about money is apparently still alive and well. However, our circumstances have changed, and people from all demographics need to understand how to prepare for their future sooner rather than later. In particular, college graduates overcome with debt can quickly fall behind. This longstanding taboo also contributes to the gender wage gap. Women are less likely than men to aggressively negotiate their starting salaries, and are more harshly judged when they do so; as a result, women remain behind the curve when it comes to s...
Read more

Reviewing Your Healthcare Needs in Retirement

Image
Your healthcare needs can change in retirement, as can the way you pay for them. At 65, most Medicare beneficiaries must start navigating a new system. If you are or will be a Medicare beneficiary, one important date that should make it onto your calendar is October 15th. This is the beginning of the Medicare Open Enrollment period, which ends on December 7th. Everyone knows that good healthcare is important for a good retirement, but unless you’ve been a Medicare beneficiary for a number of years, you might not know how the enrollment process works, or how to pick the best plan for you. Between  the rising cost of healthcare in retirement   and even more Medicare Advantage plans to choose from for 2020, there’s a lot to know about your healthcare needs in retirement. During the open enrollment period you can Switch from Original Medicare to Medicare Advantage, or vice versa. Switch from one Medicare Advantage plan to another Switch from Medicare Part D, which covers prescript...
Read more

Why Retirement Portfolio Design Should Be Flexible?

Image
There is one predominant reason why retirement portfolio design must be approached differently today than in previous years: There is an infant alive in this world, right now, who is expected to reach age 200. That’s the prediction from demographers researching life expectancy trends, according to Olivia Mitchell, a business economics and public policy professor who teaches at The Wharton School of the University of Pennsylvania and is the executive director of the school’s Pension Research Council. One of the main tenets of retirement income planning is to recognize that a portfolio is a living, breathing entity. It will independently change throughout time based on market forces, but you will need to step in every now and then to make structural changes as you age. For example, as you get older you may want to minimize your stock exposure and consider income-producing financial products, all while maintaining a diversified mix of investments, insurance and bank products. ...
Read more