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See What a Custom Asset Map Can Do for Your Financial Life

See What a Custom Asset Map Can Do for Your Financial Life

| July 12, 2021
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Your financial life has many moving parts, which makes it difficult to make big-picture decisions about your future. And, even if you know the status of every account you have, do you have the time and knowledge to optimize your assets and ensure they are on track for the future you dream of? 

That’s why you need a custom asset map. With this one simple, robust platform, you can see every financial holding in its place, notice what’s missing, and correct what’s out of place. 

If you’re ready to map out your financial future and partner with someone who can help you make your goals a reality, watch this video and call 352-207-8014 or schedule a complimentary phone call using our online calendar. We can’t wait for you to see what a difference a custom asset map can make in your life!

 



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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