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Preferred Financial Advisors

View Corporate Stationary (pdf)
View Stuffer Sheet (pdf)
View Business Card (pdf)
View Notepads (pdf)

Preferred Financial Advisors was formed as a result of a merger of several financial planning and investment services companies. Winterman Ink was hired to develop a strategic marketing plan that would help them through the transition. Our first project was to help them construct a new name that would build upon on the visibility and established track record of the individual companies. Then we designed a logo that reflects the company's role in helping clients with financial planning during every stage of life and from one generation to the next. We further enhanced their corporate identity by developing communication vehicles that contained their new logo and key messaging, including corporate stationery, profiles of each of the principals and other client communication.