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Project Summary:
What text should be included in the main part of the logo?
Spontarelli Financial Servcies
What type of product or service do you offer?
Investments - stocks, bonds, mutual funds and annuities.
How long have you been in business?
12 + years
What do you hope to accomplish with your new identity?
Recognizable and easy to replicate logo.
What are your long term goals?
When is the deadline for final entries before choosing a designer?
Audience Profile:
Please describe your existing audience
I work with clients to accumulate and grow investments until retirement. At retirement, we change our focus to income.
Who would you like to add to your audience?
Perception/Tone/Guidelines:
What type of logo would you like?
The logo will go on my business card and at the top of my letter head. I don't want an overwhelming logo - in otherwords I don't want somehting that is so large that it takes up the majority of the space on my business card. There is required information I must have on my business card and letter head. I am asking just for the logo.
Just for your information - here is what else I will have to add to my letter head. This information will have to be on my business card as well:
Top right corner: my name, under my name will be my title 'Financial Advisor' and under the title will be my e-mail address.
At the bottom of the page will be:
Securities and advisory services offered through Harbor Financial Services, LLC., Member NASD/SIPC
Accounts carried by Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
Below this will be my phone numbers (office, toll-free)
Do you have any colors in mind for your logo? (if so, why?)
Dark blue would be good. It needs to be a color that represents warmth and professionalism.
I do not like green.
Do you have any specific images or icons in mind that you would definitely like to see incorporated into your logo?
I thought that maybe their could be a logo using the initials SFS (Spontarelli Financial Services).
Communication Strategy:
What attributes would you like your logo to reflect about your business?
Not sure. That's why I am asking a professional to give me ideas.
What is your tagline or slogan?
I work with clients to help them accumulate and grow assets until retirement. At retirement, we change our focus and asset allocation to be more income oriented.
What is the overall message you are trying to convey to your target audience?
Where will your new logo be used?
Buisness cards and Letter head. Possibly on my sign in front of my office.
Competitive Positioning:
Who are your competitors and what do you think about their logos?
Logos are not always used in my industry. My clearing firm just has "Raymond James' in bold blue. It looks professional and is recognizable because of thier branding.
List competitive URLs if possible
www.rjf.com
www.harborfs.com
What sets you apart from your competitors?
Targeted Message:
State a single-minded word or phrase that will appropriately describe your company:
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