Question

Topic: Taglines/Names

Tagline For Investment/financial Planning Practice

Posted by Anonymous on 2/1/2010 at 5:30 PM ET 250 Points
Need a short tagline for my independent practice(non-corporate; not Merrill Lynch, Ameriprise or Nationwide). The name is "Pearman and Co." Tagline needs to be concise for use on logo. Descriptive and catchy wouldn't hurt either. Some of my possibles:
Let's Talk...
Let's get started...
Let's get there together.
Personal Attention for Personal Matters.
Providing Advice For Life.
You can get there from here.

Would also like a descriptive phrase since the company name provides no real description of what the company does.
Something along the lines of "Comprehensive Financial Planning"
Again, some guidance:

Wealth Management
Asset Management
Fee Based Management
Comprehensive Financial Services
Lifestage planning
Retirement planning
Estate planning
Insurance consulting
Business planning/401k
Small Business owner planning

You get the picture...Thanks in advance!
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RESPONSES

  • Posted on 2/1/2010 at 9:47 PM Author
    Phil, thanks for the insight. I too thought it might muddy the water a bit. I think with you seconding the thought, I just need a basic tagline; something to put on the logo, biz cards, letterhead etc.
  • Posted on 2/1/2010 at 10:10 PM Author
    Karen, I've been in business for 10 years. Not sure if I want something like "Since 1999". Looking more for a quick phrase that summarizes what Pearman and Co. actually does. Thanks for the link!
  • Posted on 2/1/2010 at 10:13 PM Author
    In thinking about it, do the experts suggest more of a catchphrase, (Providing advice for life) or something more subtitle-ish, like "Comprehensive Financial Planning"?
  • Posted by Jay Hamilton-Roth on 2/2/2010 at 9:09 AM Accepted
    Since your name doesn't say what you do, your tagline needs to clearly state it to avoid any confusion. For example, "Financial Planning Experts" or "Investment Planning For Long-Term Results".
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