Client:

Financial Plans & Strategies, Inc. (www.finplans.com)

Project Description:

Financial Plans & Strategies had the same website for almost 20 years. When their website provider informed them they had been purchased by a third party, they knew it was time for a change.

Challenge:

Replace the old website with a new site that serves clients and meets financial compliance/security guidelines.

Solution:

The finished website included features that met both federal financial guidelines and client needs. The end result?

• 20+ page responsive site
• A blogging platform with subscribe capability
• Two custom-coded pages under Retirement & Our Timeline.
• Link to a secure login portal for access to retirement accounts.
• Filming & editing of 9 staff bio videos
• Staff and office photo shoot
• Custom ‘Client Journey’ infographic
• Establish social media channels (Vimeo & LinkedIn)
• Live market watch and stock quotes updates
• Online financial calculators
• Security corner copy with tips on preventing identity theft