kkroskey needed a new business or advertising design and created a contest on 99designs.
A winner was selected from 15 designs submitted by 6 freelance designers.
True Wealth Design
Financial planning firm that targets couples in mid 50s seeking retirement planning advice and help coordinating planning, investments, and taxes into a coordinated retirement strategy.
Deliverable is a 2-page document for financial advisor office that includes provided text and company branding to convey provided business process in clear, attractive, and professional manner.
** Page 1: conveys overall process with name of each step
(Benefits of process that may be included: Confidence, Clarity, Peace of Mind)
** Page 2: provides more details of steps in each process; 3 items provided for each step
(Differentiators of our firm include the following that may be included)
• True Wealth Design simplifies and streamlines your financial life.
• Proactive personal relationship to monitor your planning and stay on track.
• Deep expertise integrating your retirement, investment, and tax planning.
• Science-based and time-tested investment and planning strategies.
• All advisors Certified Financial™ Planner professionals.
• No commissions. Transparent and win-win fee structure.
Can visit https://www.truewealthdesign.com/ for additional branding reference.