Question

Topic: Taglines/Names

Financial Planning

Posted by Anonymous on 250 Points
I need tagline to describe overall services I can offer to the needs of financial planning...insurance, investment, wills and mortgage deduction. Not on product driven but promoting myself as professional and services driven.
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RESPONSES

  • Posted on Accepted
    You might do some searches on this site.

    Seems like someone is always toddling through here with the same request.
  • Posted on Author
    I am an individual who is working towards establishing an indepent firm. Has earned my cfp. Thanks Phil for the idea.

    Karen, thanks for the previouspost with ideas.
  • Posted by rjohnni on Accepted


    2 issues need to be tackled...professionalism, and personal solutions. So

    XY: Professional Financial Planning. Personalzed.

    ThnQ,

    RJ

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