Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom.
Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today.
Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.
Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.
Comments are closed.