Name On Logo: Secure Retirement Strategies
Our Slogan
Wealth Preservation & Income Planning Specialists
What we do
Financial planning and investment advisory firm. We specialize in "safe money" investments. Our target clients are those preparing to retire or that are in retirement. "The Retirement Zone". Generally people that are age 55+. Our job is to help them protect their investments. Help them to grow their portfolio conservatively to help outpace inflation. Help them to draw income from their assets to live off and finally give them strategies to reduce their taxes and pass on money to their heirs.
Industry: Financial & Insurance
Things to communicate through the design
1. Professionalism/Expertise/Innovative Strategies/Creativity
2. Honesty/Integrity/Trust
3. Optism/Positivity/Joy
The target audience
The average client is a baby boomer aged 55+. They have worked their whole life to achieve financial independence and now have arrived there. They may or may not have used a financial person before because most of their assets may have been in a 401k and they really didn't need one. So they are looking for guidance and advice for the first time. Or if they have gotten this before they are much more serious about following it now. These people are usually independent, optimistic, and young at heart. They believe "60 is the new 40" and their lifestyle reflects this. Our job is to help them maintain this independence and protect it. Our client has substantial assets that need to be managed but would not be considered ultra rich by any means. They have recently experience a stock market meltdown and have seen their assets greatly reduced and therefore are concerned about outliving there money and having to reduce their lifestyle. They need strategies and ideas to meet their goals. Their goals for their money are to see growth, protection, income, and to leave a legacy.
We like these fonts, colors and style
I am completely open to pretty much anything as far as color, font, style, etc. I have really wrestled with this and just don't know what direction to go. The name is pretty descriptive but not sure what kind of logo would go with it. I have looked on this site and have seen some really awesome designs so I feel that if I just let you creative people come up with stuff I think the quality would be much higher. One thing that I would like to mention is that I don't necessarily need to have the tagline in there if it is to hard to incorporate creatively. I would like to have it but if it doesn't look great I would be willing to pull it. So feel free to provide concepts with and without the tagline.
Our design will be used on
(Web) (Print Media) (Billboards & Signs) (Television) (Mugs & Tshirts)
