Broker Check
I Can Now Offer Advice on Your Current 401(k) Plan! How Our New Advice Pay Program Can Help You

I Can Now Offer Advice on Your Current 401(k) Plan! How Our New Advice Pay Program Can Help You

| January 06, 2020
Share |

There’s no doubt that 401(k) accounts are an incredible asset to help you reach your retirement savings goals. These employer-sponsored savings plans offer a tax-advantaged way for you to save, often with matching contributions from the employer and multiple investment options. 

Unfortunately, many 401(k) account owners face the same problem that, on the outside, doesn’t seem dangerous, but over time could lead to lost money and unrealized opportunities. Thankfully, the solution is simple!

Don’t Play The Guessing Game

When you started a job at a company that offered a 401(k), did they automatically enroll you in their plan? Do you know what accounts you’re investing in or what fees you pay? Many employees are not given relevant and applicable information on the ins and outs of their 401(k) options. Instead, they pick a group of mutual funds to invest in and hope for the best. This could not be the best way to approach your future livelihood! 

The Solution

Thankfully, there is a simple solution that could help you optimize your 401(k) account and set you up to pursue your goals. At Match Point Financial, I specialize in providing personalized advice for busy professionals, helping them reduce risk, eliminate fees, and organize their financial life.

I’d love to help you choose the proper asset allocation for your situation, determine the right contribution amounts, and ensure your 401(k) fits into your overall financial strategy. To learn more, schedule a complimentary review by calling 352-207-8014 or scheduling a complimentary phone call using our online calendar. 

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?” here.

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.

Share |