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CLEARPOINT WEALTH


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Modèle #352 Choisi en tant que gagnant

Cartes de visite et papeterie | Crée par Eastsidewealth

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Discussion

11 Commentaire récents

  • 3 août 2012 22:29 Eastsidewealth
    Porteur du Projet

    >>> colors I would like to focus on are the gold compass or the dark blue compass if using a light background in the proposed draft.

    >>> I am open to any solid (all one color)for the logo ranging from white to dark grey/charcoal as well.

    >> Also - would like to have on the back side of card the following content with a compass watermark:

    Our Mission
    Your financial plan should revolve around you. We strive to truly understand your financial goals and objectives, then build a highly sophisticated plan to meet your needs. We are a Fee-based firm that is 100% focused on doing what is right for each client, knowing fully that every client is unique and deserves personalized attention.

    Sophistication
    We understand your need to utilize a vast array of investment products offered by the best available investment managers to meet your individual goals and to help your portfolio maneuver through all kinds of market environments.

    Independence Means
    No proprietary investment products or banking relationships. We only provide unbiased recommendations.


    thanks

  • 2 août 2012 19:45 Eastsidewealth
    Porteur du Projet

    I apologize for not having time to give feedback yet! I have been working for a deadline. I have about an hour tonight to look through and a couple hours tomorrow afternoon. I would still like as many looks and color options to work with once I start reviewing.
    Thanks.

  • 2 août 2012 13:07 SiteAdmin
    Employé(e)

    Attention Designers!!

    The winning designer will have to provide “text editable” files and the “curved/outlined” files as well. Please make sure that both set of files are sent together. Also font(s) file needs to be sent with the final artwork.

    Thanks,

    MB/LDG/LS Team

  • 1 août 2012 16:40 Eastsidewealth
    Porteur du Projet

    For the proposals that want to use content on the back side - I have some updated language to use (assuming this fits?)

    Our Mission: Your financial plan should revolve around you. We strive to truly understand your financial goals and objectives, then build a highly sophisticated plan to meet your needs. We are a Fee-based firm that is 100% focused on doing what is right for each client, knowing fully that every client is unique and deserves personalized attention.

    Sophistication: We understand your need to utilize a vast array of investment products offered by the best available investment managers to meet your individual goals and to help your portfolio maneuver through all kinds of market environments.

    Independence Means: No proprietary investment products or banking relationships. We only provide unbiased recommendations.

    Thanks!

  • 1 août 2012 15:35 Eastsidewealth
    Porteur du Projet

    One other quick comment - I would like to stay away from wavy lines.
    thanks!

  • 1 août 2012 14:31 Eastsidewealth
    Porteur du Projet

    I am still a few hours away from having time to look over what is done so far to give feedback.

    -- one thing i think I likeso far is the clearpoint wealth logo (alone) without the tagline to the right. In that case maybe putting Independence Powered by LPL Financial at bottom or on the back somewhere. Also I am interested in seeing the logo version I uploaded with the grey text and blue compass. I haven't decided on the color yet so seeing different looks helps. Again I will message people in a few hours.
    - also I am open to designs with or without the extra content I mentioned in my last message.

    Thanks much!

  • 1 août 2012 13:33 SiteAdmin
    Employé(e)

    Attention Designers!!

    The winning designer will have to provide “text editable” files and the “curved/outlined” files as well. Please make sure that both set of files are sent together. Also font(s) file needs to be sent with the final artwork.

    Thanks,

    MB/LDG/LS Team

  • 31 juillet 2012 20:44 i3designer

    Please check your private message(1) on he top right corner..

  • 31 juillet 2012 20:32 Eastsidewealth
    Porteur du Projet

    I would like to consider some content for the back of the business card. Here is a couple ideas i have.

    Independence Means:
    > No proprietary investment products
    > No investment banking relationships to promote
    > No business conflicts to get in the way of providing unbiased recommendations

    Core Services:
    > Financial Planning
    > Investment Management
    > Retirement Income Planning

    Or . . possibly a mission statement:
    Your financial plan should revolve around you. We strive to truly understand your financial goals and objectives, then build a highly sophisticated plan to meet your needs. Learn more at www.clearpointwealth.com

  • 31 juillet 2012 19:32 Eastsidewealth
    Porteur du Projet

    As a reminder - on the bottom of the front or back of business card I need some small disclosure text:
    Securities offered through LPL Financial Member FINRA/SIPC

    thanks

  • 31 juillet 2012 19:00 Eastsidewealth
    Porteur du Projet

    i am looking for business card / letter head & envelopes / email template - for my financial planning firm:
    CLEARPOINT WEALTH

    logo AI files are uploaded - i am open to using the diff versions uploaded - i think I would lean toward all white / all grey / all black versions.

    Looking for a clean look and professional one or two sided business cards.

    Thanks