Branding Korbitz Financial Planning

Branding your company is a big deal – no matter how large or small it is. When financial advisor, Eric Korbitz, CPA, CFP®, needed a marketing plan for his business, he hired Baer-Carlson Communications, which hired Tessera Design for a new look for Korbitz Financial Planning.

First, we started with a classic logo and incorporated it into a contemporary Web site (korbitzfinancialplanning.com) developed by Greg Smith of GT Design. The coordinating stationery and collateral materials completed the new identity system for Eric’s company.

Thanks to Monica Baer, Korbitz Financial Planning has a clear marketing message and Tessera Design gave them the graphical tools to promote their fee-only financial advising services in one clean, professional – yet personal – branding package that complements their tagline, “ Your goals. Your plan. Your terms.”