I am a 34 year old Certified Financial Planner who has just left his old firm after 11 years and is transitioning his practice to a new firm. I have 3 areas of focus (hence the "3" or backwards "E" in my name) = Investment Management, Retirement, and College Planning. One idea is to have the "3" be a certain color and the words "Investing, Retirement, and College" be that same color on my business cards and website.
I have published a book "Pay for College Without Sacrificing Your Retirement" and have a website already set up for that. Therefore, I want 3MERITUS to have more of a slant to the Investing and Retirement planning end of things. I am looking to find a logo that balances the fact that I am Innovative, but also Knowledgable at the same time. . .young and fresh + established and reliable.
Tell us a bit about who you are and the people you reach
I typically work with 45 - 70 year old individuals (and family units). Many of my clients are what you would call pre-retirees, who have not quite retired yet. Most of my clients are smart, but are too busy to handle everything themselves.
I would also say that I work with a lot of families. It is rare that one person comes to me for help. I am often doing planning revolving around the family's needs.
I am open to any idea. You can emphasize 3MERITUS and have that be the primary logo. . .or you can compliment it with a graphical logo.
1. No cartoons
2. No feminine colors
3. Must be appropriate for business cards and investment statements
4. I will need a .jpg format. . .and any others you think I might benefit from.
3MERITUS WEALTH MANAGEMENT
Holistic Strategies for Investing, Retirement, and College Planning
Innovative Wisdom for your Family's Wealth