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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 Mar 31, 2023
Friday Mar 31, 2023
Erick and Randy open the show by sharing advice for those who are nearing retirement. Then, Erick lists the top concerns that retirees and pre-retirees are worried about, and offers solutions to these obstacles we will all face.
It’s time to work with a team who has your family’s best interests in mind.
Schedule your free retirement consultation with Erick at TakePointWealth.com
Got Questions about your own situation? Call Take Point Wealth Management at (352) 616-0511
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