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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 Dec 23, 2022
Friday Dec 23, 2022
Erick and Randy discuss tax strategies to consider when preparing for and entering retirement. They also reveal the most and least-affordable states for retirees. Happy Holidays from all of us at Take Point Wealth!
Is your hard-earned money safe and protected?
Schedule a complimentary retirement consultation today at TakePointWealth.com
Got Questions? Call Erick and Randy at 352-616-0511
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