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Business Info

Business Name

Williamson-Bowman Wealth Management

What do you do?

Management money and perform financial planning (e.g., retirement planning, estate planning, insurance, etc.).

How many pages of print design do you need?

6 small pages

List the size requirement(s) for your print design

5" x 5" or 6" x 6" square (a total of 6 panels)

Target Audience

What is your industry?

Financial services

Describe the target audience for your print design

age 50+ individuals and couples that can invest at least $250,000 in traditional investments such as mutual funds, annuities, stocks, bonds and real estate.

What 3 things would you like to communicate to your audience through your print design?

[1] we are highly educated and experienced
[2] we are conservative money managers
[3] we handle all areas of wealth management (investments, insurance, estate planning)

Style and Concept

What print design styles do you like?

Open.
Each of the 6 panels (pages) contain a modest amount of text.

What colors do you want to see in your print design?

Open

What colors do you NOT want to see in your print design?

Open

What adjectives should best describe your print design?

conservative but creative

How will you use the print design?

The sole purpose of the brochure is to have the prospective client call us for an appointment about their investment portfolio or for estate or retirement planning.

What content must be included in the print design?

Williamson-Bowman (5 by 5 or 6 by 6 square brochure)
Wealth Management

(front coverhigh gloss)


Where do you want to be 5,10 and 20 years from now?

(page 1)

Our goal is to help you achieve your financial objectives.

(page 2)


The first rule is not to lose. The second rule is not to forget the first rule.
Warren Buffett

(page 3)



The Process: G.O.S.I.P.

G [goalswhat you want to accomplish]
O [objectivetranslate your goals into dollar amounts]
S [strategyselect appropriate asset categories]
I [implementationuse cost-effective investment vehicles]
P [performancereview and rebalance to stay on track]

(page 4)



An investment in knowledge pays the best interest.
Benjamin Franklin

Our Chief Investment Officer

Over 30 years experience as a financial planner
Author of 30 books on investments and retirement planning
Former estate planning and tax attorney
Former chairperson business & finance department, University of California
Chief academic officer, Institute of Business & Finance (non-profit charity)

(page 5)


Know what you own, and know why you own it.
Peter Lynch

Williamson-Bowman Wealth Management
4141 Jutland Dr., Suite 330
San Diego, CA 92117
(800) 848-2029
(858) 454-4660 (fax)


Securities through Independent Financial Group, member SIPC/FINRA

(page 6, back coverhigh gloss)

Materials

Contract
Files

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