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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 Oct 30, 2021
Saturday Oct 30, 2021
In the week's episode we cover all the aspects of a smart financial plan:
Smart Financial Plan = Smart Safe + Smart Risk + Smart Tax + Smart Health
Learn more at www.TakePointWealth.com
Or check out our weekly radio show at www.TakePointOnRetirement.com
Give us a call to see how your retirement can be set up for smart risk, smart safe, smart tax, and smart health.
(352) 616-0511
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