Secure Financial Solutions
Secure Financial Solutions is a financial advisor form, and they needed a series of reports to be designed in a way that would attract readers and potentially encourage them to call their office to get more information or even use their services.
8 Page Report Series Design
Dyken Wealth Strategies
Dyken Wealth Strategies offers seminars and online webinars. With these courses they encourage attendees to fill out the worksheets to help them understand the material, and personalize the education. They wanted these worksheets to match their branding so it fit well with the rest of the course.
Automated Advisor needed me to design a report for helping their entrepreneurial clients build their business. I created for them not only the report but also some advertising methods to access the report including a web banner ad and exit pop graphic.
Report & Advertisement Design
Wealth Advocate Investment Group
The Wealth Advocate Investment Group had this basic form created in a text program, and it didn't have much design to it. Because this form is handed out to everyone of their retiring clients, they wanted it to be incorporated with their brand, and give the client a little more of a 'WOW' experience when they received it.