What We Do
I am a financial planner. I give investment recommendations and do the investing for my clients. I do personal planning for them which includes running projections, giving advice on how much to save...basically anything to help them reach their financial goals.
Top Three Things to Communicate
#1 - wealth
#2 - success
#3 - relaxed/inviting
Our Target Audience:
Basically anyone with money to invest. However, I do plan on targeting single women (single, divorced, widowed) but I don't want to alienate the male audience either.
I am located in Lake Havasu City, Arizona. I typically deal a lot with retirees or those getting close to retirement so typically those that are 40+...but I can help those in their 20s & 30s as well.
I don't have a color scheme for my business yet, so I am really open to any ideas on colors.
Our Ideas and Additional Information:
In picking my company name, I thought incorporating a sunset into the logo would be cool. Reaching your goals, specifically retirement goals, I picture my clients riding off into the sunset. Hope that helps.