Name our Financial Planning company
The aim of the business is to provide financial solutions and strategic advice to wealth accumulators, pre-retirees and retirees.
Yes, the .com URL should exactly match the name.
1. Financial Services - Retirement Plans
2. Financial Services - Financial Advising
3. Companies & Organizations - Finance Company
The aim of the business is to provide financial solutions and strategic advice to wealth accumulators, pre-retirees and retirees as well as small business owners.
Hi there, I have managed to upload the necessary company profile doc now! It would be great if you could look at that first. Sorry, it's a little long-winded! The company is currently called 'About the Goal' financial solutions. Initially I thought this was reasonably appropriate given what we try and achieve for our clients - ie) helping them fulfill their lifestyle goals and objectives - although now I think this might be a bit of a mouthful and kind of lame...
1. Strategy - strategic advice solutions
2. Service / Trust
3. Goals / Outcomes
I don't have a preference