Take Point on Retirement

Take Point on Retirement Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Take Point on Retirement, Financial planner, Spring Hill, FL.

Empowering retirees to thrive financially ๐ŸŒŸ | Providing expert guidance for retirement planning & wealth management ๐Ÿ’ผ | Let's navigate your financial future together! ๐Ÿ’ฐ

10/10/2026

Are bonds still risk's best friend? ๐Ÿค”

The traditional 60/40 portfolio counts on bonds to cushion the blow when stocks fall. In 2022, both fell together. Erin Kennedy and Erick Arnett talk through what that means for anyone planning retirement.

๐ŸŽฅ Watch the full episode here - https://youtu.be/NyNku9YedBQ?si=Xp_3R_5oM0agn2Sw

๐Ÿ“ž (352) 707-2889| โœ‰๏ธ [email protected] | ๐ŸŒ takepointwealth.online

๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ช๐˜ฏ๐˜ท๐˜ฐ๐˜ญ๐˜ท๐˜ฆ๐˜ด ๐˜ณ๐˜ช๐˜ด๐˜ฌ, ๐˜ช๐˜ฏ๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ฑ๐˜ฐ๐˜ด๐˜ด๐˜ช๐˜ฃ๐˜ญ๐˜ฆ ๐˜ญ๐˜ฐ๐˜ด๐˜ด ๐˜ฐ๐˜ง ๐˜ฑ๐˜ณ๐˜ช๐˜ฏ๐˜ค๐˜ช๐˜ฑ๐˜ข๐˜ญ. ๐˜Œ๐˜ฅ๐˜ถ๐˜ค๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ ๐˜ค๐˜ฐ๐˜ฏ๐˜ต๐˜ฆ๐˜ฏ๐˜ต ๐˜ฐ๐˜ฏ๐˜ญ๐˜บ, ๐˜ฏ๐˜ฐ๐˜ต ๐˜ฑ๐˜ฆ๐˜ณ๐˜ด๐˜ฐ๐˜ฏ๐˜ข๐˜ญ๐˜ช๐˜ป๐˜ฆ๐˜ฅ ๐˜ช๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ค๐˜ฆ.

10/08/2026

Are indexed annuities a better fit than bonds right now? ๐Ÿ’ฌ

With rates higher, indexed annuities are offering good rates without the interest rate risk of traditional bonds. Erin Kennedy and Erick Arnett explain why they're a bond alternative worth discussing with your advisor.

๐Ÿ”— Request your personalized review: https://www.takepointwealth.online

๐Ÿ“ž (352) 707-2889 | โœ‰๏ธ [email protected] | ๐ŸŒ takepointwealth.online

Annuity guarantees are backed by the issuing insurer's claims-paying ability. Annuities may have surrender charges. Educational content only, not personalized investment advice.

๐ŸŽฅ Watch the full episode here - https://youtu.be/NyNku9YedBQ?si=Xp_3R_5oM0agn2Sw

Meet the team behind Take Point Wealth Management. ๐ŸงญSince 2010, we've been helping families across Spring Hill take comm...
09/27/2026

Meet the team behind Take Point Wealth Management. ๐Ÿงญ

Since 2010, we've been helping families across Spring Hill take command of their financial future โ€” through retirement planning, portfolio management, and tax consulting built around real goals, not guesswork.

Founded by U.S. Army veteran Erick Arnett, our approach is simple: lead from the front, for every client, every time. Swipe through to meet the people who make that happen every day โ†’

๐Ÿ‘‰ Erick Arnett, Owner & Founder
๐Ÿ‘‰ Jacob Arnett, Financial Advisor
๐Ÿ‘‰ Tracy MacLean, Client Service Manager
๐Ÿ‘‰ Josh Vance, Service Advisor
๐Ÿ‘‰ Carmen Ramsey, Client Service Coordinator

Ready to take point on your own retirement? Send us a message or give us a call โ€” we'd love to help.

๐Ÿ”— Click here https://www.takepointwealth.online to schedule your complimentary review
๐Ÿ“ž (352) 707-2889 | โœ‰๏ธ [email protected] | ๐ŸŒ takepointwealth.online

๐Ÿ“ Spring Hill, FL

09/26/2026

Founder Erick Arnett breaks down why a holistic approach to retirement planning โ€” At Take Point Wealth, we look at the full picture, not just one account.

Curious how Retirement fits into your plans? Reach out and let's talk it through.

๐Ÿ”— Click here https://www.takepointwealth.online to schedule your complimentary review
๐Ÿ“ž (352) 707-2889 | โœ‰๏ธ [email protected] | ๐ŸŒ takepointwealth.online
๐ŸŽฅ Watch the full episode here - https://youtu.be/ghv0447nDmo?si=H5PGWqmtTdw1SXaZ

Josh is the steady hand behind the scenes, making sure every question gets a clear, timely answer.Tracy keeps every clie...
09/25/2026

Josh is the steady hand behind the scenes, making sure every question gets a clear, timely answer.

Tracy keeps every client relationship running smoothly, from the first conversation to every year that follows.

Carmen coordinates the details behind every meeting, so clients always feel looked after.

๐Ÿ“ž (352) 707-2889 | โœ‰๏ธ [email protected] | ๐ŸŒ takepointwealth.online

A U.S. Army veteran and the founder of Take Point Wealth, Erick built this firm on a simple principle: lead from the fro...
09/24/2026

A U.S. Army veteran and the founder of Take Point Wealth, Erick built this firm on a simple principle: lead from the front, for every client, every time.

His son, Jacob works closely with clients to build retirement and investment strategies designed to hold up over a lifetime.

๐Ÿ“ž (352) 707-2889 | โœ‰๏ธ [email protected] | ๐ŸŒ takepointwealth.online

The people behind every plan. ๐Ÿค Meet the team at Take Point Wealth Management โ€” here for you at every step, from your fi...
09/23/2026

The people behind every plan. ๐Ÿค Meet the team at Take Point Wealth Management โ€” here for you at every step, from your first conversation to every year that follows.

09/23/2026

Meet Erick Arnett, founder of Take Point Wealth Management. ๐Ÿงญ

A U.S. Army veteran, Erick built Take Point in 2010 on a simple principle: lead from the front, for every client, every time. In this video, he shares a bit about who he is and the mission behind the firm.

Ready to work with a team that leads from the front? Send us a message โ€” we'd love to help.

๐Ÿ“ Spring Hill, FL

Take Point Wealth Management. Spring Hill's trusted partner for retirement planning, portfolio management, and tax consu...
09/22/2026

Take Point Wealth Management. Spring Hill's trusted partner for retirement planning, portfolio management, and tax consulting โ€” built on discipline, and led from the front.

Since 2010, we've helped Spring Hill families take command of their financial future. Retirement planning. Portfolio management. Tax consulting. One team, one mission: your financial future, well planned.

๐Ÿ“ž (352) 707-2889 | โœ‰๏ธ [email protected] | ๐ŸŒ takepointwealth.online

๐Ÿ“ž (352) 707-2889 | โœ‰๏ธ erick@takepointwealth.com | ๐ŸŒ takepointwealth.online
09/20/2026

๐Ÿ“ž (352) 707-2889 | โœ‰๏ธ [email protected] | ๐ŸŒ takepointwealth.online

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Spring Hill, FL

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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