Lake Point Advisory Group

For more than a century, Houston Financial Center has helped leaders across America achieve their personal and business objectives by offering quality products and services. Products include: Life, Health, Disability and Long Term Care Insurance; Variable and Fixed Annuities, Mutual Funds; Stocks, Bonds, Reits, Alternative Investments; Group and Individual Medical Coverage; Traditional / Roth IRAs and 529 Plans. Services Include: Financial Planning, Wealth Management, Business Planning, Tax Forecasting & Planning, Education Planning, Retirement Strategies, Estate Conservation, Elder Care Planning and Philanthropy. We never charge a fee for our planning and educational services, so don’t hesitate to reach out to us for help or to schedule an appointment.

Verde Wealth Group is an independent wealth advisory firm specializing in comprehensive wealth planning. Our philosophy and process set us apart, as our focus is on creating a personalized, holistic plan that evolves with your dynamic life.

Xquisite Tax and Financial Services provides personal and small business tax preparation for businesses of all kinds. Tax laws are constantly changing so we are here to help you navigate both federal and state tax systems. With over a decade of experience in tax preparation and assistance, Xquisite will help you make the most of your money through our expert planning and sound advice.