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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 01, 2024
Friday Mar 01, 2024
Erick and Jacob walk listeners through the ten essential steps you should take as you prepare for retirement. If you want to retire in the next ten years, it’s important that you meet with licensed professionals who can help you protect and grow your hard-earned retirement savings.
Got questions about retirement or estate planning? Call Take Point Wealth Management today at (352) 616-0511
Schedule your complimentary consultation at TakePointWealth.com
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