Provides financial planning services to privately owned, family-owned, small to mid-sized, local businesses. Products provided are insurance, investments and employee benefits programs.
Small to mid-sized business owners; family businesses; have families; ages 30 - 45; primarily male; active lifestyles; outgoing; aggressive; fast paced; mixture of blue collar & white collar occupations; next generation of business owners - taking over from mom & pop
First impressions on our logo should be
Professional, welcoming and approachable. Not too stern or serious. But still professional.