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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 Feb 16, 2024
Friday Feb 16, 2024
Erick explains how he helps people see their “results in advance” when planning for their retirement. Plus, he highlights the importance of eliminating silent killers like taxes, fees and target date funds from your overall retirement plan.
Got questions about retirement or estate planning? Call Take Point Wealth Management today at (352) 616-0511
Visit Our Website at TakePointWealth.com
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