Located in a rural community, we are a newly formed Wealth Management & Planning firm looking for a unique logo and stationary design.
We have nearly 25 years experience in the financial industry and have decided to offer our community an option that it deserves -- simple solutions to seemingly complex problems (I.E. Can I retire when I planned? Can I afford to send my kids to college? Is my money safe? Is there anything that I can do now and in the future to immunize my personal and financial aspirations?).
We also offer world class wealth management services, pared with low cost investment alternatives.
Erzählen Sie uns, wer Sie sind und wen Sie erreichen wollen?
Our primary target markets are baby boomers approaching retirement, retirees, & those people that are looking to have a personalized financial plan in place that can change as their lives do (planning is a verb, not a noun).
We also specialize in helping small to medium size businesses with retirement plan seletion and audit, as well as executive succession planning.
We are looking for a logo with either one (or a combination) of the following themes:
A compass that has a globe and an arrow;
A compass on a map;
A pie chart.
We'd like the logo to also have Coastal Wealth Management, LLC in writing some where within or below it (if possible). Also, we'd like the file in vector format.
This logo will hopefuly be used on our web site, stationary & signage; please be creative but remember that we would rather have the logo more to the conservative side.