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Business Info

What does your company do?

Retirement Plan Services: fiduciary services, choosing investment products and educating plan participants.

Do you require that a .COM or other URL be available for the new name?

The name does not need to be specific to the URL

Target Audience

What is your industry?

Financial Services

Describe your customers

Centers of influence in small professional service (e.g. attorneys, doctors, etc) offices. This could be business owners, general counsel, ERISA lawyers or CPAs. Small businesses include those with revenues between $2 million and $50 million.

What 3 things do you want your company name to communicate to your customers?

Integrity
Transparency
Knowledge

List the names of your top three competitors

Quantum Capital Investments http://quantumcapitalinvestments.com
401K Advisors http://www.401kadvisorschicago.com
Big Brokers (e.g. Fidelity, Merrill Lynch)

Style and Concept

What character, tenor, or spirit do you wish to convey?

Welcoming, global, green, modern, catchy, different than a traditional financial advisor

Are there any words or phrases you especially like or hate?

none

Do you have other info you want to share?

Here is an example of company doing something similar. I am not too fond of their name, but I love the website and the modern approach: http://www.humaninvesting.com/

We also may eventually expand beyond retirement services so not sure we want to include "retirement" in the name.

Materials

Contract
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