We are a collaborative financial planning firm with about 13 total people, we have specialites in the areas of risk mangement including Life insurance, long term care insurance & disability insurance, investments, 401k / qualified retirement plans.
We have over 175 of financial experience among our team across all age brackets.
Our focus is on a very high level of client service and that will do everything we can to keep our clients happy and make thier lives easier.
Our mission statement is "To Design and Implement creative solutions so our clients and thier families can live the lives that they deserve."
We focus on having Local Service with National Connections, meaning whatever our client's needs are we will get them what they are asking for.
Tell us a bit about who you are and the people you reach
Wealthy indivuals and small business owners for individual planning and services and on our retirement planning clients we look for larger businesses and we work with clients across all industries.
A fairly broad demographic, but mainly targeted at higher Net Worth clients and successful businesses.
Please see below for specific updates concerning Logo Design & Tag Line Changes!!!
- After reviewing the intial designs, we have decided that we would like a bridge design for the logo, which incorporates more of our local area into the the design, but we are looking for different varitions or interpretations of a bridge.
- Along with the firm name, we want the following bullet points in the logo design, so the complete name would read as follows, the bullet points would be spaced under the company name evenly or what ever is most appealing to the eye