Logo for a financial planning firm.

Boston Integrity

Financial Services & Insurance

Yes

I run a financial planning firm that specializes in working with people that want to retire within 15 years. Target clients are age 50+ and have a net worth of somewhere between $1,000,000 and $5,000,000. My clients are not the fancy type and would probably be very unassuming individuals. You would never know the amount of wealth they have.

The image that I want to portray is one of professionalism and confidence.

When people see my logo, I want them to feel like they have finally found a business that they can trust, feel comfortable with, and secure in their decision to work with. I want them to feel like the business is tried and true as opposed to flashy and new. They should feel like the business is run by people who are sophisticated.

I place a high value on legacy. I want this business to feel like one that has been and will be passed on through generations and it likely will be when my children eventually become a part of the business. I also prefer working with clients that want to leave a legacy for their children.

Financial Services