I am a person that truly wants to help people be at peace by protecting their future retirement that they have worked so hard for. I want to educate people so they can live the lives that they have dreamed of by investing in a safe, solid future through my financial practice. I want lifelong clients.
Majority of my clients are between the ages of 40 - 65. My biggest target audience are individuals that have been disciplined enough to put money aside for retirement and also clients that have large estates that need to be planned. Definitely a conservative and cautious audience. My business is built solely on referrals.
We handle investments and estate planning.
ELI is an acronym which stands for:
E - Educate
L - Live
I - Invest
I want to have the acronym as part of the logo somehow if it fits. I think I like ELI in all caps but doesn't have to be.
Other things to consider:
1. No cartoons
2. Doesn't need to be too flashy but I do want professional, distinguished, trusted, confident, but also innovative.