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What We Do And How We Can Help

What We Do And How We Can Help

| July 24, 2018
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For many people, investing and financial planning can seem like a tennis match. There’s a lot of back and forth until you either win or lose. At Match Point Financial, our goal is to simplify wealth management and provide a clearer game plan for pursuing retirement and financial goals.

Who We Are
Match Point Financial is an independent wealth management firm that specializes in helping medical and pharmaceutical professionals with their retirement planning and investment management.

But we do more than offer financial services. We provide comprehensive financial planning in the context of a long-term partnership with you. Our experience has taught us that to develop and maintain a successful working relationship through which we can help you pursue your financial and lifestyle goals it is of utmost importance for everyone to be clear on what to expect. We want our clients to know that they can expect not only personalized services but also clear communication and transparency every step of the way.

Who We Serve
To serve our clients in a personalized manner, we have tailored our services to best serve medical and pharmaceutical representatives. While they may range in age from 20 to 80, they all share a similar desire: to work with a professional in preparing for retirement or, if they’re already in retirement, enjoying their Golden Years. They want to make smart money decisions so they can enjoy life while also preserving their wealth.

We believe clients choose to work with us because of our personal touch. Our clients aren’t numbers on a spreadsheet; they are partners and friends. We spend time outside of the office with these individuals and families, and we care deeply about their future.

What We Offer
As our clients range in age, we provide a full spectrum of financial services, from investment management and insurance to retirement planning and estate strategies. Our approach to investing for individuals uses the same techniques, tools, and knowledge used by institutional investors. This means seeking to use lower-cost investment products, passive, as well as active, strategies, and alternative asset classes for diversification.

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 chances of 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.

Regardless of the services our clients seek, we want to be available to them whenever they need us and to have the answers to their questions.

How We Can Serve You
From investment management to retirement planning, we have a wide range of services designed to address your short and long-term needs. We want to provide you with confidence knowing you have a professional team working beside you and helping you along your financial journey.

If you’d like to learn more about our approach and services, contact us for a complimentary consultation by calling 352-207-8014 or sending us a message here.

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 finally forming his own independent firm in 2010. 

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non- diversified portfolio. Diversification does not protect against market loss.

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