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At Lakeview Retirement Planning we believe the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others. We know that relationships are very important and that earning someone’s trust is sacred.

We believe that although peace of mind is not for sale, it can be achieved with efforts and planning for a comfortable and secure retirement. The key is to build trustworthy relationships with professionals who educate you about retirement options while offering proven real world solutions that work for your individual retirement needs and concerns.

Grow

Prepare for retirement by putting your hard-earned assets to work.

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

Give

Provide for the people and causes you care about the most.

Our Services

Financial Services

Retirement Income Planning

Chronic & Long-Term Care

Legacy Planning

Tax Planning

Investment Planning

Our Sole Purpose Is To

Help Our Clients Preserve Their Capital

Lakeview Retirement Planning was established to provide our clients long-term, value-added financial counsel and investment performance with exceptional service. We are committed to providing our clients with a superior level of service as well as ongoing education designed to further their understanding of our financial and investment strategies.

We believe in taking a holistic approach to financial planning for our clients. We apply the “whole person” concept in evaluating and presenting the financial options available to the individual client. In our experience the “best” financial solution to a given situation is not necessarily an appropriate option for the client.

Zachary M. Zager

PRESIDENT & CEO

“ I will work hard to ensure that I take care of you the same way that I take care of my family.”

A veteran of the industry, Zac Zager is an Investment Adviser Representative and founder of Lakeview Retirement Planning. Zac focuses on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. He has passed the Series 65 securities exam and is insurance licensed in Texas.

Zac was initially drawn to the financial services industry because of his desire to help others utilizing his problem-solving skills. After 17 years, he opened his own independent financial firm to provide clients with a more up-close and personal experience. He understands no two clients are the same, and their financial strategies should be equally as different to match their unique goals and needs.

Zac lives in Spicewood, Texas, with his wife, Cortney, and their Rottweiler named Rooster. In his spare time, Zac enjoys being on the lake, playing golf, entering BBQ contests, exploring new restaurants, seeing live music and being around friends and family.

Luke R Goforth

Junior Associate

Luke is a licensed General Lines Agent of Texas, including Life, Accident, Health, and HMO. Luke is a Colorado native and engaged to his fiancé Abbie Boettcher, also a Colorado native. They met in college at Colorado State University and moved to Austin together two years ago. Luke and Abbie love to golf, go to concerts, and spend time with their three young nephews, Calvin, Owen, and Bane. They also have a Jack Russel Terrier named Ollie who loves snuggling under the blankets, chasing lizards, and being spoiled beyond belief.

Cortney Zager

Office Manager

Cortney, wife of Zac Zager and finder of all the lost sunglasses, is the Office Manager. She began as an orthopedic tech for a large surgical practice in Austin, but decided to branch out and join her husband in the shared love of serving their community and neighbors. She still experiences the joy of helping people and watching retirees pursue their lifelong dreams. Cortney and Zac live in Briarcliff with the love of their lives, Rooster the Rottweiler. They enjoy the lake, golfing, hosting parties and all things food.

Lucy

Office Companion

Meet Lucy. The newest edition to the Lakeview Retirement Planning family. Lucy adores everyone she meets and expects to be kissed and loved on by all of our clients. She enjoys playing in the yard, eating ice cubes and long naps in the sun. She is excited to greet all of the LRP clients at the office and to show them her favorite toy, a bright yellow stuffed ducky.

Ernest C’DeBaca JD, LLM, CFP®

Consultant – Foundations Investment Advisors, LLC

General Counsel

Darren Leavitt, CFA®

Consultant – Foundations Investment Advisors, LLC

Senior Market Analyst

GETTING TO KNOW ZAC

UPCOMING WORKSHOPS

NO WORKSHOPS CURRENTLY SCHEDULED. CHECK BACK SOON.

Retirement Income Planning Dinner

Austin, TX

Wednesday, May 15th

Shore Raw Bar & Grill

8665 W State Highway 71 #100
Austin, TX 78735

Schedule a Visit

Fill out the form below & We Will Contact You!

512.275.6180 • LakeviewRetirementPlanning.com

20308 Hwy 71 W., Suite 4.
Spicewood, TX 78669

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.