A Financial Planning Firm Needs a Logo Design

C'est ce que Consolidated Planning Group (in much smaller letters the tagline) recherchait dans leur logo design

Business Name: Consolidated Planning Group
DBA: CPG
Tagline: Managing Wealth and Protecting Tomorrow

Consolidated Planning Group is a full service financial planning firm. The customers we serve are high net worth individuals, Families with Special Needs family members, and small to medium sized business owners.

Through a holistic approach to planning we customize plans for our clients based on their vision and goals for their future. The planning is on a collaborative basis to include other professionals that they may work with to include attys, accountants, and other advisors.

The solutions that we offer are risk based insurance products to include Life, Disability, Long Term Care, and Health ins as well as a full suite of investment products to include stocks, bonds, mutual funds, managed money, and annuities. Voir plus