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Business Info

Business Name

Foster Klima & Company, Inc.

What do you do?

With our primary product partners (Guardian, Berkshire, and Park Avenue Securities), we provide dedicated service to help maintain and grow personal and small business financial success

Target Audience

What is your industry?

Financial Services

Describe your audience

We have 2 different audiences we need to appeal to.
- Producers: consist of dedicated in-house and detached Financial Representatives and Brokers
- Customers: clients, small businesses

What 3 things would you like to communicate to your audience?

Commitment to the local community
commitment to service
commitment ot our associates

How do you intend to use this technical written piece (print, web, etc.)?

Help in writing our company mission statement to coincide with our values and vision statement of "We offer life-changing Opportunities".

Style and Details

What are you instructing the reader about?

Who we are and what we stand for as a company.

Do you have a title for this piece?

Mission Statement

Do you have section titles or a table of contents?

No we do not have either

List any information that MUST be included

Core values: Integrity, growth, accountability, interdependence, truth, commitment and passion.

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

Professional- something to personalize our company against our cometitors

What is your required length in words or pages for this written piece?

No more than 2 paragraphs

Do you want to include any additional info?

Foster Klima has been a locally owned since 1924.



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