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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 Sep 23, 2022
Friday Sep 23, 2022
Erick details a list of five important things to own during retirement, and offers strategies for protecting and growing your hard-earned money during this volatile time in the U.S. economy.
Are your retirement savings safe and protected from loss? Are fees holding-back your portfolio?
Book a free consultation https://calendly.com/takepoint-wealth/.
Call Erick today at 352-616-0511
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