Refresh
Initial consultation brochure for a wealth management firm.
Want to win a job like this?
This customer received 52 brochure designs from 21 designers. They chose this brochure design from SAI DESIGNS as the winning design.
Join for free Find Design Jobs
- Guaranteed
-
US$150
-
52 designs
-
21 designers
Brochure Design Brief
We need a brochure created for a wealth management firm in a somewhat rural small town in Texas called AIS Financial. We manage investments and give wealth building strategies to our clients. The brochure will be sent to prospect that have reached out to us and are wanting to schedule their initial consultation with us. At the first meeting we get to know them and vice versa and hear about what they need and they hear about what we do and we make the decision if it makes sense to work together.
We would like the design to be inviting and communicate financial security and integrity. I've attached two documents and an example of another advisor's brochure that made me want to submit this project. They sent the brochure and referred me to DesignCrowd. Not all of the information has to be present on the brochure since there is a lot of information.
ais-financial.com
Target Market(s)
Pre retiree ages 50-62 Retirees 62-75 with $500K or greater in investable assets
Industry/Entity Type
Wealth management
Look and feel
Each slider illustrates characteristics of the customer's brand and the style your logo design should communicate.
