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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
Saturday Feb 12, 2022
Saturday Feb 12, 2022
On this episode of Take Point on Retirement, Erick discusses the importance of having a smart financial plan and consulting with a fiduciary who is obligated to put your needs first.
He also answers more questions from listeners, and provides guidance for beating inflation in 2022 and beyond.
Book your free consultation now: TakePointOnRetirement.com
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