Financial Planning Booklet | Ford financial

Category Client Ford Financial Group Spooner, WI Project overview Objective: Develop an informative and engaging 8-page booklet to educate clients about the importance of financial planning, outlining Ford Financial Group’s comprehensive approach and services. Design Challenge: The booklet needed to communicate complex financial concepts in an accessible and engaging manner. It aimed to guide clients […]

Brochure design | Mindham Wealth Advisory

In this 8-page guide, you’ll find a wealth of knowledge on retirement planning, designed to help clients confidently navigate the journey from the early stages to the final steps before retirement. This resource covers essential topics such as setting a retirement date, envisioning the ideal post-work lifestyle, maximizing savings, and managing debt. It also includes practical tips for organizing personal information, applying for benefits, and addressing healthcare needs, ensuring a smooth and well-prepared transition into retirement.