LET ME TELL YOU ABOUT US:
Midwestern firm of 8 professionals; CFPs, CPAs, JDs who help individuals and families manage their investments, prepare their tax returns and review their estate plans (most people need estate planning, even if they have less than $3.5 million in assets). We also help people assess their insurance needs. We take the long view, our Clients come first and we rarely lose a Client. We desire to spread the word that we provide a valuable, consistent and professional service in a friendly atmosphere to people who don't want to do it all themselves or who may want a second opinion about their current planning and investing.
HERE IS WHAT WE NEED:
We have changed the name from "Retirement Plus, Inc." to "Hallier Financial, Inc." because we address more than "retirement," our Clients thought the name limited the services we provide and many people do not intend to retire but could still benefit from our comprehensive services.
OUR TARGET AUDIENCE IS:
One of our target audiences was soon-to-be-retiring Federal, State and Local Government employees who wanted help managing their retirement plans. We want to expand our market to serve individuals and families, perhaps age 40 and up, who have or will have $500,000 or more and want help with certified financial planning, managing their investments, tax preparation and preparing for their insurance and estate planning needs. This dollar figure may seem high to you but we provide comprehensive service with one fee to provide an investment manager, lawyer, CPA and others.
WE LIKE THESE DESIGNS:
Wouldn't you agree that our "look" should include professional, experienced (more than 20 years in business, decades of experience in staff) friendly and up-to-date. I'm not partial to ALL CAPITALS as it seems too "in your face." We try to be kind to people, especially these days. Might back of card say something like: CFP Investments Tax Insurance
I like glossy and bright/happy colors, some more partial to somber look of investment house/big law firm black and white cards though.
"Planning for Your Success" "Planning Your Success" "Financial Architecture" "Design for Your Success" "May we help with your planning?" Your ideas?
WE ABSOLUTELY MUST HAVE (or we don't want to see) THIS IN OUR DESIGN:
No downward pointing arrows in red ink! No ALL CAPITALS.
Could this be created to enable us computer neophytes to work with your design in Microsoft Word?
What would encourage you to entrust us to help advise you on your investment planning, to handle your tax preparation and to offer you some creative ideas for your insurance and estate planning needs? (Our competitor in the same building is named "Creative Planning.")
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