It has been a pleasure to work with you from start to finish
- Clive Keyte
Craig was excellent, I loved this design and the format was perfect to print. He was very good about getting back to me quickly as I was on a tight time schedule. I will use him again and again!
- debbie F
How kkroskey started their other business or advertising journey
Who are you known as?
True Wealth Design
What industry do you think your business is most related to?
Accounting & Financial
Tell us a bit about who you are and the people you reach
Financial planning firm that targets couples in mid 50s seeking retirement planning advice and help coordinating planning, investments, and taxes into a coordinated retirement strategy.
What inspires you and how do you envision the design for your business?
Deliverable is a 2-page document for financial advisor office that includes provided text and company branding to convey provided business process in clear, attractive, and professional manner.
** Page 1: conveys overall process with name of each step
(Benefits of process that may be included: Confidence, Clarity, Peace of Mind)
** Page 2: provides more details of steps in each process; 3 items provided for each step
(Differentiators of our firm include the following that may be included)
• True Wealth Design simplifies and streamlines your financial life.
• Proactive personal relationship to monitor your planning and stay on track.
• Deep expertise integrating your retirement, investment, and tax planning.
• Science-based and time-tested investment and planning strategies.
• All advisors Certified Financial™ Planner professionals.
• No commissions. Transparent and win-win fee structure.