What We Do
We have 5 main focuses: estate/tax planning, money management, financial planning, business planning, and retirement planning. Our target audience are business owners, homeowners, investors, and those interested in using various financial instruments to help better plan their future.
Green would match with the wealth management aspect, something more forest green and darker. Navy blue for the trustworthiness, grey for sophistication, and black for luxury. Many of our clients are older and we need the colors to contrast against the business cards/letterheads we will be ordering with the logos. Therefore we prefer the colors be more dark.
Our Ideas and Additional Information:
Perhaps something that includes arrows like you would see in the stock market or dollar signs, but if dollar signs are to be included, something more sophisticated. Attached is the logo we have currently been using but we changed the firm name and would generally like to see a more sophisticated re-branding that can appeal to both our older clients, and the younger millennial generation we would like to reach out too. In general we want the designers to have free reign over the design. Something not too busy considering we will be making business cards etc. We have to put disclosures on all material that has this logo so something less busy so we do not have information overload on the materials we produce.