Combine Well-Established and Forward-Thinking Elements in Strong Logo for Financial Services Firm

Revere Financial Services

We are a financial planning team made up of three partners. We offer comprehensive financial planning to our clients, their families and their businesses. The majority of our client base is made up of small business owners, many of which are in the dental and medical fields. We help our clients reach their personal and financial goals by using a wide breadth of financial tools and strategies (insurance, investments, annuities, etc.) and creating a strict implementation process. Regardless of our client's long-term goals, whether they be paying for college, planning for retirement, accumulating wealth, or protecting their income, we often describe our client's finances as a puzzle that we can help them piece together into a solid foundation which they are then able to build on and that will withstanding a lifetime of changing events. We have created strong ties in the community as well so that we can be a one-stop financial concierge service for our clients who are also looking for outsides services such as accounting, payroll, commercial real estate management, banking, etc.

We need something that appeals to both our aging client base as well as our newer, younger clients we are establishing relationships with (the three partners want to give the impression of being both established and forward-thinking).