Name On Logo: Tactical Wealth Planning
Our Slogan
No Slogan
What we do
TWP provides top-quality wealth management services in a proactive manner with very personal touch. The new entity is affiliated with an accounting and IT firm – see websites at ecohencpas.com and eccitsolutions.com. We would like to tie all three sites' look and feel together as much as possible.
Industry: Financial & Insurance
Things to communicate through the design
1. top-tier
2. proactive
3. personalized
The target audience
High net worth individuals, families and business owners.
We like these fonts, colors and style
See ecohencpas.com and eccitsolutions.com for the websites of the affiliated entities.
Our design will be used on
(Web) (Print Media) (Mugs & Tshirts)
Additional Info Added Sep 11, 2015
Also see this firm's website for more background and insight into what we do and our philosophy:
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Our top priorities/philosophies are:
1) Trust, Accountability, Reliability
2) High-touch, client-relationship oriented
3) Protecting wealth
(we focus on listening with our hearts as well as our minds. Our goal is to understand our clients lives and create a flexible financial plan that adapts to their life changes and gives them total peace of mind).
