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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 Jul 14, 2023
Friday Jul 14, 2023
On this week’s episode of Take Point on Retirement, Erick is once again joined by legal expert Sarah Elyaman to help explain how estate planning is for everyone, not just the rich.
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Got questions about taxes or your retirement? Call Take Point Wealth Management today at (352) 616-0511
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