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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 Jul 15, 2022
Friday Jul 15, 2022
On this episode of Take Point on Retirement, Erick talks about what it means to be a fiduciary and how they are legally and ethically obligated to do what is best for you. Do you know how much you are paying in fees and expenses? Get a second opinion and schedule a personal meeting with Erick and Randy today.
Book a free consultation now at TakePointOnRetirement.com
Call Erick today at 352-616-0511
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