LET ME TELL YOU ABOUT US:
For more than 20 years, Retirement Plus, Inc. has successfully helped people manage their investments. We begin with certified financial planning and also prepare tax returns, provide tax planning and review Client estate plans and insurance needs. The firm is lead by its founder, Randy Hallier, who is well-regarded in the Kansas City metropolitan area which has over one million people.
HERE IS WHAT WE NEED:
Should we change our name from "Retirement Plus, Inc." to something that appeals to more people and better describes our comprehensive financial services?
OUR TARGET AUDIENCE IS:
People who have or will have $250,000 or more of assets eligible for investment. Traditionally this would include people taking their rollover 401(k) but we would like to reach a broader audience, including younger people and people who love to work with no intention of retiring. We want to be known as the "Go To" place for financial planning, investment management and comprehensive financial services.
WE LIKE THESE DESIGNS:
Hallier Investment Advisors, Inc.
Hallier Financial Advisors, Inc.
Hallier Financial Architecture, Inc.
Hallier Advisors, Inc.
WE ABSOLUTELY MUST HAVE (or we don't want to see) THIS IN OUR DESIGN:
There are thousands of competitors in the categories of "Financial Planning Consultants," "Investment Advisory Service" and "Investment Securities." Many names are already taken, so we defaulted to "Hallier" because he is well-known, trusted and a good guy. Your ideas are most appreciated!
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