Always amazing work and patience!!! HIGHLY RECOMMEND!!!
How EWealthMgmt started their postcard, flyer or print journey
Who are you known as?
Efficient Wealth Management
What industry do you think your business is most related to?
Accounting & Financial
Tell us a bit about who you are and the people you reach
Look at our website: efficientwealthmanagement.com
Efficient Wealth Management is an independent, fee-only wealth management advisor firm located in The Woodlands, Texas.
Our mission is to provide a consultative wealth management solution that goes beyond investment consulting to include the advanced planning needs of our clients
We offer investment consulting strategies that help our clients protect their wealth while working toward their financial goals. Moreover, working with our team of experts, we provide advanced planning solutions that help our clients mitigate their taxes, take care of their heirs, protect their assets from being unjustly taken, and maximize the impact of their charitable giving.
To ensure excellent service, we limit our practice to a select number of clients for whom we can have a tremendous impact.
What inspires you and how do you envision the design for your business?
5.5x8.5 front and back design flyer
Similar to what is attached. Bright and stock image can be older couple similar to pictured.
The front will say: Consumer's Guide: How to Choose the Right Financial Advisor for You
We want to focus on being written by Paul Carroll, CFP(r) - (r) will be superscript. We don't want it to look like marketing from Efficient Wealth Management.
I have also attached a pdf document of the formatted Consumer Guide we have created by Paul Carroll, CFP(r). You can use this for inspiration, because it will go with your design for a front and back cover.
Back design: Information that I want listed is attached.