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At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
Episodes
Friday Aug 05, 2022
Friday Aug 05, 2022
Erick explains why you should have your personal finances reviewed annually to ensure you are on the right path. Consider replacing your bonds with annuities to delete portfolio fees and guarantee yourself an income for life.
Call Erick today at 352-616-0511
Book a free consultation https://calendly.com/takepoint-wealth/.
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