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We’re Never Too Busy To Help Someone You Care About

We’re Never Too Busy To Help Someone You Care About

| December 05, 2018
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A financial advisor can play one of the most prominent roles in a person’s life. As your financial advisors, we understand the importance of forming a long-lasting relationship in addition to providing reliable counsel. You would never trust your finances in the hands of a stranger. It’s not surprising, then, that many find it incredibly overwhelming to find an advisor they can rely on to fill that role in their life.

Trusting someone with your hard-earned money is not a decision you should make carelessly. Knowing this, we are honored to be given the opportunity to continue serving new families and individuals who carefully choose to place their finances in our hands. We understand and respect the concerns of this momentous process.

Here at Match Point Financial, we place the utmost value on our clients and greatly appreciate the opportunity to serve the significant people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide. Your referrals are the highest compliment and an integral part of our continued growth.

What Sets Match Point Financial Apart
We’ve been fortunate to work with a diverse range of clients, many of whom already refer their friends and family to us. We believe so many people have referred others to us for a few different reasons:

  1. We offer thorough confidence. Match Point Financial was founded because we believe our clients deserve to work with advisors who provide oversight and scrutiny of every aspect of their financial affairs. This is our primary objective for everyone we serve. We believe an advisor should instill confidence in his clients. A lack of confidence can lead to stress and worry, which can then impact your overall happiness, contentment, and health. We truly care about our clients’ well-being.
  2. We hold ourselves to the highest standard. A fiduciary duty is the highest standard of care. As investment fiduciaries, we are someone you have placed the utmost trust and confidence to manage and protect your property or money, creating a relationship wherein we have an obligation to act for your benefit. We take this duty seriously and uphold the highest fiduciary standards. We always make sure our clients’ needs are being met to the very best of our ability, proving that we truly have their best interests in mind.
  3. We Strive To Efficiently Protect Your Portfolio. We believe that the biggest enemies to your portfolio and wealth over time are the negative impact of expenses, taxes, and inflation. We are committed to eliminating unnecessary investment costs and identifying tax strategies that strive to improve the success of your long-term financial plan. We seek to add an element of tax efficiency in the design and monitoring of our portfolios.
  4. We Offer Personalized Service. Our founder, Chris Reed, began his career working with a few large companies before making the transition to founding his own firm. This gave him the opportunity to work with a diverse range of clients and situations. With eight years of substantial experience under his belt, he was ready for a new and more significant step in his career. While he does appreciate the experiences he gained while working for larger firms, he wanted to be able to provide his clients with more personalized services and focus on building long-lasting relationships. With this in mind, he made the transition to independence.
  5. We Are Informative. We always want to be available to our clients when they need us. We want to have the answers they are looking for. If for some reason we don’t have them at the moment, we’ll quickly find them. The public is often fed incorrect facts, reactive scare stories, and general tips dished as tailored advice. It’s no wonder that so many people feel intimidated or overwhelmed by financial planning. For many, it can be hard enough to differentiate mutual funds from stocks or bonds, let alone determine the best retirement savings account and contribution rate. There is a tremendous need for honest financial advice, and we want to be the firm that steps up to provide just that.

The People We Serve Best
To serve our clients in a highly personalized manner, we have tailored our services to best serve medical and pharmaceutical representatives. While our clients may range in age from 20 to 80, they all share a similar desire: to work with a dependable professional in preparing for retirement or, if they’re already in retirement, enjoying their golden years. Our clients want to make wise decisions with their finances so they can enjoy a high quality of life while also effectively preserving their wealth.

Do You Know Someone Who Could Benefit From Our Services?
It is our top priority to provide each and every person that walks through our doors with an excellent client experience that meets all of their financial planning needs. Want to know more about retirement planning? We’re here. Feeling overwhelmed by investment management? We’re here. Need assistance with insurance and estate planning strategies? We’re here. Want to begin or review an existing portfolio? You guessed it—we’re here! And if you have family or friends who have questions in any of these areas, we are here for them too.

If you’re a client with Match Point Financial and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from my services as well. Go ahead and forward this article to them now! We provide everyone a complimentary, no-strings-attached meeting where we discuss your questions, concerns, and goals, as well as our process in working with clients so together we can see if we’d be a good match. To learn more, contact Chris by calling 352-207-8014 or simply click here to send a message online.

About Chris

Chris Reed is 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 forming his own independent firm in 2010.

 

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