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Business Info
What does your company do?
Capital Financial Group is a comprehensive service provider with experience in all the key planning areas: Investment Planning, Insurance Planning, Tax Planning, Retirement Planning and Estate Planning. CFG is rolling out a new planning department that will serve its elite clients only. More than just selling a life insurance policy, our elite advisors act as a the offensive coordinator between all aspects of a client's financial plan by coordinating with the client's attorney, CPA, property and casualty, insurance (which other financial advisor companies say they do, but don't). This results in a coordinated plan, that the client can see all in one place, instead of the client managing these in silos. CFG also offers business consulting to plan for company growth, selling, or passing down the family business.
Do you require that a .COM or other URL be available for the new name?
I require that a .com with the exact name submitted be available
Target Audience
What is your industry?
Financial Services
Describe your customers
Private business owners with a revenue of $1m+, individual professionals like Pharmacists and CRNAs with an income of $350k+ and individual professionals like attorney's, executives, or retired executives with a net worth of $1m+. Most of our clients are located within the southeast, but with an emphasis on TN, KY, MS, AL and GA. 40% of our clients are in their late 30s-early 40s with kids around age 10. 30% of our clients are young professionals in their early 30s with young children. 30% of our clients are in their late 50's-early 60s and are pre-retirement or already retired/scaling back.
What 3 things do you want your company name to communicate to your customers?
We want to communicate that this is an elite group of planners serving an elite group of customers with comprehensive planning. We want to establish trust, authority, and show the collaboration.
List the names of your top three competitors
Northwestern Mutual, The Trust Company, TrustCore, Morgan Keegan, Shoemaker, Meryl Lynch. No one does exactly what we do - none are all-encompassing - but these are the competitors we run into in the field.
Style and Concept
What character, tenor, or spirit do you wish to convey?
collaborative, trusting, stability, approachable, authority, all-encompassing, clarity in a plan,
Are there specific words or phrases you do not like?
advisor, financial, trust, strategic/strategy, innovative, crown, envision, thoroughbred
Are there specific words or phrases you like?
We need to include the word Capital in the name. We want this name or word to be really different from the many names that just seem like a John Doe Financial Advisor slapped a name on something and opened up shop. There are tons of names like "legacy financial", "strategic financial", etc. from small groups or companies. The word can be ambiguous as long as it has an elite sound and some combined root words that give it meeting.
Do you have other info you want to share?
We'd like it to be easy to say and spell, if at all possible.
Materials
Contract
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