We are an investment advisory and financial planning firm in Fairlawn, Ohio that assists individuals and businesses with their overall wealth management, including financial planning, retirement planning, investment management, and tax planning needs.
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Our existing clients are in their mid-50's close to retirement age or already retired generally with $500k plus in assets under management.
We are looking at purchasing Presentation Folders through the Vistaprint website. We would like the finished version of our design in PDF format. Design specs can be found by clicking on the following link: http://www.vistaprint.com/presentat…ng=1982665. We are Certified Financial Planner professionals and would like this to be indicated on the design as well as the CFP logo. Our firm logo and CFP logo files are attached. Please incorporate these in the design. Additionally we do not want our address on the folders but do want our web address and possibly our mission statement shown on our homepage. We would like to use these folders for a long time, therefore they need to be somewhat general and presented at the firm level, not just for Kevin Kroskey, the President. Please let us know if you have any questions.