Jay A. Finke, CFP® (Please note that since the CFP is a trademark, it must be shown this way.)
I am a financial planner based in Cincinnati, Ohio. I have the Certified Financial Planner® designation. I have been a practicing financial planner for 19 years. I am affiliated with a Fortune 500 Financial Services Company. I work exclusively with high net worth corporate executives, professionals and business owners. A majority of my clients are executives at a local Fortune 500 company. I do advanced retirement planning, investment planning and estate planning. My tagline is “Advanced Planning Through Thoughtful Analysis-Serving Clients for Life.” My planning process is extremely thorough, analytical and educational. I only work for clients who pay a fee to work with me.
Vertel ons iets meer over jezelf en de mensen die je bereikt
My clients are successful corporate executives, professionals and business owners over the age of 50. Most are planning to retire within the next two to three years or have already retired. All of my clients come to me as referrals from my existing clients. My clients invest substantial amounts of money with me and look to me to provide wise guidance on matters involving investment management, estate planning, life insurance, taxes, risk management and charitable gifting. My clients (and prospective clients) are obviously looking for me, as their financial advisor, to have the highest degree of integrity and honesty. TRUST is the most important asset I bring to the table. I also offer an approach to retirement and financial planning that is extremely EDUCATIONAL as I come from a family background in teaching. I have been doing the same thing with the same company and the same people for 19 years and thus STABILITY is another attribute that I would like the logo to portray. My team and I pride ourselves on the very extensive amount of client service that we provide. I have a much smaller number of clients than most people in my business and this allows me to provide each client with a much more thorough approach to their financial planning goals and objectives.
I would like a logo that communicates TRUST, an EDUCATIONAL and THOROUGH approach to retirement and financial planning, STABILITY, and the fact that I used ADVANCED ANALYSIS and cutting-edge technology in my work. My practice has been growing steadily and looks poised to grow quickly in the next few years. While my new website is still under construction and not complete, you can get a good idea of what I am all about at http://www.JayFinke.com.
This logo will be my first logo and will be used as the basis for all new stationery, a website which we are now in the process of designing and various printed marketing materials. Most of my current marketing materials are predominantly maroon with black print. It would be great if the logo can be used by itself (as an example, the Apple logo) and/or with my name (Jay A. Finke, CFP®) and/or with my name and tagline (Jay A. Finke, CFP® Advanced Planning Through Thoughtful Analysis-Serving Clients for Life) and/or with any portion of the tagline. Any font used in the logo must be readable as it may be used in a variety of different marketing materials and formats. I will need high quality PDF, JPEG, GIF and TIF formats for the winning design. The winning entry must be approved by the compliance department of the broker-dealer that I work with.
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