Keep your navigation simple, avoid too many drop-downs that might confuse a user.
It’s important to include an image and value proposition statement that relates to your products and services, as well as offers a call to action above the fold.
Focused on retirement, committed to our clients
Schedule a hassle free consultationSchedule a hassle free consultation
Focused on retirement, committed to our clients
Include a call to action that helps drive business objectives. Appointment scheduling is great because it allows both current and prospective clients to set up time with you without having to call or email—saving you time.
What are the primary products and services your business offers? These should be clickable and offer additional detail and a call to action should someone want to explore more.
Our services:
Wealth management
An investment-advisory discipline which incorporates financial planning, investment portfolio management, and a number of aggregated financial services.
Actuarial services
Determine, assess, and plan for the financial impact of risk.
Investment advisors
A key role of an advisor is to listen to your needs and concerns and to provide the objective feedback and experience in financial markets that will keep your plans on track.
Third party administrators
Processes insurance claims or certain aspects of employee benefit plans, underwriting, or customer service.
We currently service:
What value do you bring?
List top 3 here
$16 billion
in assets
3,800
plans
225,000
participants
Don’t miss the opportunity to try and capture a potential clients email by offering something in exchange. For example: Access to a guide, webinar, seminar, etc.