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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 21, 2023
Friday Jul 21, 2023
On this week’s episode, Erick shares how he helps people cut costs by building fee-efficient retirement plans and making sure that a proper will and estate plan is in order. We also discuss a recent story about Aretha Franklin and a will found in her couch.
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