Take Point on Retirement

Take Point on Retirement

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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 🌟 | Providing expert guidance for retirement planning & wealth management πŸ’Ό | Let's navigate your financial future together! πŸ’° #RetirementPlanning #FinancialFreedom

Photos from Take Point on Retirement's post 09/27/2026

Meet the team behind Take Point Wealth Management. 🧭

Since 2010, we've been helping families across Spring Hill take command of their financial future β€” 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 β†’

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

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

πŸ”— Click here https://www.takepointwealth.online to schedule your complimentary review
πŸ“ž (352) 707-2889 | βœ‰οΈ [email protected] | 🌐 takepointwealth.online

πŸ“ Spring Hill, FL

09/26/2026

Founder Erick Arnett breaks down why a holistic approach to retirement planning β€” 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.

πŸ”— Click here https://www.takepointwealth.online to schedule your complimentary review
πŸ“ž (352) 707-2889 | βœ‰οΈ [email protected] | 🌐 takepointwealth.online
πŸŽ₯ Watch the full episode here - https://youtu.be/ghv0447nDmo?si=H5PGWqmtTdw1SXaZ

Photos from Take Point on Retirement's post 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.

πŸ“ž (352) 707-2889 | βœ‰οΈ [email protected] | 🌐 takepointwealth.online

Photos from Take Point on Retirement's post 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.

πŸ“ž (352) 707-2889 | βœ‰οΈ [email protected] | 🌐 takepointwealth.online

09/23/2026

The people behind every plan. 🀝 Meet the team at Take Point Wealth Management β€” 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. 🧭

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 β€” we'd love to help.

πŸ“ Spring Hill, FL

Photos from Take Point on Retirement's post 09/22/2026

Take Point Wealth Management. Spring Hill's trusted partner for retirement planning, portfolio management, and tax consulting β€” 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.

πŸ“ž (352) 707-2889 | βœ‰οΈ [email protected] | 🌐 takepointwealth.online

09/20/2026

πŸ“ž (352) 707-2889 | βœ‰οΈ [email protected] | 🌐 takepointwealth.online

09/19/2026

What if your pension could give you more control over your retirement income? πŸ‘€

There are important questions to ask before you make decisions about your pension.

Watch the full video to learn more about your personal pension and retirement income.
πŸŽ₯ https://youtu.be/mrzRC6GLHMk?si=WirmWYl8ZxSUwilH

πŸ”— Click here https://www.takepointwealthevent.online to schedule your complimentary review

πŸ“ž (352) 707-2889 | βœ‰οΈ [email protected] | 🌐 takepointwealth.online

09/18/2026

There's a reason very few companies still offer real pensions β€” and it wasn't inevitable. Erick Arnett breaks down how corporate lobbying and the ERISA Act reshaped retirement in America, phasing out guaranteed income and shifting the risk onto individual employees.

The result: most of us have to build the guaranteed income a pension used to provide β€” on our own.

Curious whether a guaranteed income strategy makes sense for you? Let's talk through your options.

πŸ”— Click here https://www.takepointwealthevent.online to schedule your complimentary review

πŸ“ž (352) 707-2889 | βœ‰οΈ [email protected] | 🌐 takepointwealth.online

Watch the full episode here: https://youtu.be/mrzRC6GLHMk?si=WirmWYl8ZxSUwilH

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Address

Spring Hill, FL

Opening Hours

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

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