Take Point Wealth Management

We have been serving the Insurance Needs of Individuals, Seniors, and Businesses in Tampa Bay since 1999. Our specialty is Medicare Advantage Plans, Medicare Supplement Insurance aka Medigap, and Medicare Prescription Drug Plans. We represent most major Medicare Insurance carriers in Florida. In addition we offer Life Insurance, Individual/Group Health Insurance, Annuities, Long Term Care Insurance, Disability Insurance, Final Expense Insurance and Critical Illness plans. Call or email our office today for a Quote or Free Consultation.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Stephen Miller is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Land O Lakes, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.