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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 Mar 22, 2024
Many Americans are Unprepared for Retirement – Are You?
Friday Mar 22, 2024
Friday Mar 22, 2024
On this week's installment, Erick and Jacob discuss some alarming statistics about retirement preparedness in the United States, and explain how they can build you a plan to cover all your financial, healthcare and estate planning needs for your golden years.
To Learn More: ActiveWealth.com
Questions about retirement, Medicare or estate planning? Call Take Point Wealth Management today at (352) 616-0511
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