I am a career Wall Streeter who is starting my own Financial Planning Firm. It will be a fee Based planning firm without asset management. Just pay for the advise service.
Cuéntanos a qué tipo de público quieres llegar
Most of the audience will be people with less than $5,000,000 in overall assets. there will be a need to reach markets for clients with assets reaching $1 Billion in assets. Smaller part of the client base but important.
Not a requirement, but I like a light house theme if possible. I will consider any theme which brings the image and name of the firm together. It can have a tag line, If you do not have one, add the statement "Tag Line Here" so I can visualize how the tag line will look. I have some tag line thoughts if anyone wants to know or add value let me know. I will attrach some light house logos I have played with but can't use for copyright reasons, but give you an idea what I have been playing with.