Lake Point Advisory Group

Jonathan Lawton provides good information in a low pressure setting. He built a complete income plan for my family at no charge and really helped us understand our current financial situation.

Jon Lawton CFP, had his hands on my shoulder after the first question, and three sidekicks escorting me out the back door after my third question.
My wife kept quiet, but I could not. Not even for a free meal for both of us.
Jon may be a nice felllow. I looked up his performance with Comerica in California before the presentation.
My friends know Jonathan & Brentz, as well as Roxy and Leila, their Labradors.
But his presentation was a total failure, which may be rightfully attributed to his lack of confidence in the products he is selling.
I don’t know about you, but my gut won’t digest the amount of crap dished out before the free meal.
If you’ll eat a free meal no matter the presentation, more power to you.
Otherwise, you may end up throwing up before the free meal, two hours after the presentation.
And as far as, financial services go? Take your chances with your in laws. You’ll do better.