We're a growing retirement planning firm that melds the sophistication of emerging technologies and media with the power of deep personal client relationships.
While most brokerage firms focus solely on investment performance, we derive significantly more client wealth by leveraging powerful tax strategies, fee sensitivity, and investment protection in an era of tremendous economic turmoil. The end result is peace of mind and enhanced financial legacy for our client families.
We do what we do because of the myriad risks to financial security that exist today. Not only do we help clients manage those risks, but we encourage them to benefit their heirs through creative legacy planning.
We are featured regularly in local news media as financial experts and we will be growing our credibility further through online video, blogs, article publications, and live workshops.
Tell us a bit about who you are and the people you reach
We serve near and post-retirement clients that are most often between 50 and 65 years of age. They are generally married for decades, frugal, socially-conservative, hard-working, and enjoy being part of something that is exclusive and sophisticated. Many are business owners or professionals with a college education. Think "Millionaire Next Door" types.
Most will have worked with another financial advisor before, but seek new ideas to navigate a new phase of their life. Once they make the change, they will likely stay with us for life. Trust is critical to our relationships.
Desired color palette is rich-looking: grey, black, white, and orange with a possible background or base of tans and earth tones. Some sort of reference to a dimensional shape to complement the "Fourth Dimension" part of our name, Fourth Dimension Financial Group.
The logo will be used on our new website, in print materials, on business cards, Powerpoint presentations, and stationery. It will likely be used on dark and white backgrounds. If any sort of texture or depth can be added, that's a plus, but not required.