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Do Your Friends and Family Need Financial Guidance? We’re Here to Help.

Do Your Friends and Family Need Financial Guidance? We’re Here to Help.

| December 20, 2022
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There’s no better feeling than sleeping well at night knowing that your financial plan is in order. In today’s ever-changing market, having a financial professional on your side is more important than ever. As our client, you understand this and value the advice of a trusted advisor. We’ve helped you strategize a plan for your future and ensure your finances are in good shape. 

Do you know someone who could benefit from our services as well? We love working with the friends and family of our current clients—and there is no higher compliment than a referral. We would be happy to help your loved ones set themselves up for financial success. 

Here are some of the benefits your loved ones can enjoy when you refer them to our firm:

A Solid Support System

Maybe you haven’t been greatly impacted by the events of the past couple of years, at least not financially. That’s great! Many people have found new opportunities and even prospered through these challenging times. But even if you’re doing well and feel that your finances are stable, it’s still important to work with an advisor you can trust who will be part of a solid support system as you navigate your financial plan. 

At Match Point Financial, our job is to help you live life to the fullest by helping you make wise decisions about your financial plan. When life changes happen or you just have financial questions, you can always count on us. Do your friends, family, and coworkers have this same kind of support system?

A Trusted Professional 

That’s why we’d like to remind you that we’re here—not just for you, but also for your friends and family. We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect with and get to know new clients who may need the services we provide. 

We believe the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs and provide goal-oriented advice to help you live your best life.

We’re Here to Help

The truth is, we love working with clients like you and are looking to help even more people. Do you know someone who may benefit from our caring and knowledgeable guidance as they pursue their financial goals? If so, consider sending this article to them, or have them contact us at 352-207-8014 or schedule a complimentary phone call using our online calendar. You can also refer your friends and family to our online risk assessment tool to discover their risk number: Free Portfolio Risk Analysis.

About Chris

Chris Reed is a financial advisor and the founder of Match Point Financial. Since 2002, he has been helping people make informed choices with their money and pursue their financial goals and objectives. He started his career with MetLife and has continued seeking to provide his clients with the best possible service through A.G. Edwards, UBS, and, finally, through partnering with Cetera Advisors LLC and forming his own independent firm in 2010. Learn more about Chris by connecting with him on LinkedIn or register for his recent webinar: Are Your Old 401(k)s Collecting Dust and Losing You Money?

Financial Advisor: Securities and advisory services offered through Cetera Advisors LLC, member FINRA/ SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

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