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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 18, 2023
Friday Aug 18, 2023
On this week’s episode of Take Point on Retirement, Erick welcomes Pastor Joe Caputo to the show to share spiritual wisdom for pre-retirees and retirees. Navigating retirement is a challenge we all face, and the team at Take Point Wealth Management is here to help!
Schedule your complimentary consultation with Take Point Wealth Management today at TakePointWealth.com
Got questions about your retirement? Call Take Point Wealth Management today at (352) 616-0511
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