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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 Jan 27, 2023
How to Balance Risk and Safety with Your Retirement Plan
Friday Jan 27, 2023
Friday Jan 27, 2023
Eric and Randy discuss how they can help people manage risk in retirement. Did you know that working with a financial advisor could actually save you money in fees – what are you waiting for?
Schedule your free retirement consultation today at TakePointWealth.com
Got Questions? Contact Erick Here
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