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Business Info

Business Name

Gold Medal Waters, Inc.

What do you do?

Our company offers two services:
1. Wealth Management Services for Individuals/Families (this service combines financial planning with investment advice) and
2. Retirement Plan Services (this service creates and/or manages company 401k plans)

Do you have a desired website screen size?

1024 x 768

How many pages (maximum of 5) do you need designed?


Target Audience

What is your industry?

Financial Services

Describe the target audience for your website design

Under Wealth Management Services (WMS):
1. High Income Individuals (may have low net worth, but currently earning income above $200,000 per year).
2. High Net Worth Individuals (net worth between 1 million and 25 million)
a. Subcategory: Wealthy women with that net worth
b. Subcategory: Physicians with that net worth

Under Retirement Plan Services (RPS):
3. Companies
a. Subcategory: companies that need a 401k plan
b. Subcategory: companies that have a 401k plan between $500,000 and $20 million.

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

1. Overall: Simple and Calm feel

For the Wealth Management Services
1. Freedom from burden of managing your own wealth
2. Achievement of financial and life goals
3. Peace of mind/Relaxed/Not Stressed/Simple

For the Retirement Plan Services
1. Ease of 401k setup and/or conversion - its easy to setup a 401k with us and its easy to change your current 401k to our firm.
2. Proprietary 401k setup - aka you cant get our 401k anywhere else
3. Professional 401k setup and administration

How is your company different from your competitors?

We are Fee Only - http://en.wikipedia.org/wiki/Financial_a...
We are Team Based - all clients get access to a qualified team
We can access DFA Funds for clients - DFA requires a $2MM minimum per fund.

Style and Concept

What website design styles do you like?

We like:
White Backgrounds
Simple Headers
Deep Footers w/ Simple Information
Basic Navigation at Top Level
Horizontal Menu for Home Page, WMS page, Advisor Opps page and RPS page
Rich feel
Branding around our geographic location in Boulder Coloradohttp://en.wikipedia.org/wiki/Boulder,_Colorado
Big use of images
Calming, easy to navigate, design

See our LOGO here:

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

We want you to use:
Gold (not yellow), Gunmetal Gray, White, and Navy Blue

It's OK to use:
Black, Beige, Green

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

We'd prefer you don't use:
Red, orange, yellow-green, purple, violet, turquoise, sea-green

What adjectives should best describe your website design?

Simple, Clean, Organized, Clear, Memorable, Fresh

What content must be included in the website design?

We want 5 pages designed:

Page 1 - Home Page that includes a link to our two service offerings: Wealth Management Services and Retirement Plan Services
Page 2 - Wealth Management Services main page
Page 3 - Retirement Plan Services main page
Page 4 - Advisor Opportunities main page
Page 5 - WMS / RPS / Advisor Opportunities content pages

NOTE: See our LOGO here:

Do you have additional requirements or links you want to share?

Our current website is: www.goldmedalwaters.com - you can get a rough idea of our current design and what our content looks like.

Sites we like:
www.denveria.com - our competitor - please don't copy this site, but DO consider it's design - clean, crisp with 3 services off the home page taking you to sub websites for each service. Nice colors, Nice use of logo in other places. Like the white lines/spaces.

Like the ability to contact and sign up for newsletter on home page.

Like the big image, rich colors. DON'T like the fact that it is a square on a page.

Rich colors, fresh, trendy feel. Simple. Rustic feel - not sure that's what we want, but we'll let you decide.

Striking landscape picture. DON'T like the fact that it's a square.

Like Big Picture, Feel. Don't like the vertical menu.

Simple, big image. Very simple bottom - we like that, but the footer could be bigger.

Nice use of overlay on top of pictures. Don't like scrolling images. Bottom feels busy.

Feels very calming. A very good feel. Like the background picture, but it limits the amount of text space. Site is very simple and feels good.

See how they have outlined the different services in different colors.

Another good example of different services in different colors. Here it is clearer than the rest.

Simple. Nice large image. Not such a huge fan of the home page, but the overall site is creative.

It doesn't get any better than this for simplicity.

The site "feels" like the brand. Well done in that regard.

Don't like the horizontal menu. DO like the simplicity and clean lines. The site is too compact, but the services menu (b/w) is nice. The color choices feel wonderfully simple. If you dig deeper on this site, it gets pretty nice design.

http://www.raymondjames.com/ - clean, simple design - notice the navigation to the main services they offer - personal, institutional, advisor opportunities



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