360 Wealth Consulting

visited this project
4 months ago
360 Wealth Consulting is an Accounting and Investment Advice services firm. Our primary client is a Business Owner or Family with flush cash flow looking for tax management, investment strategies and asset protection. We've combined the accounting and financial planning industries into one. Businesses: Real Estate Management (Realtors, Brokers, Rental Property, House flippers, etc.) Construction (Plumbing, electrician, Landscapers, Handyman, general contractors, etc.) Attorney Medical (Dr, Dentist, Nurses, Surgeons, etc.) Auto sales/service/Dealerships Engineering Firms Individuals: Trusts Estates Family LLC Closely Held Businesses Accredited Investors
Logo DesignSTANDARDService_Industries 24HFeatured
$199
STANDARD
288
ENTRIES
Open
Revisions
Winner
4
Complete
  • Design Brief4 months ago
    Logo Name
    360 Wealth Consulting
    Company Intro
    360 Wealth Consulting is an Accounting and Investment Advice services firm. Our primary client is a Business Owner or Family with flush cash flow looking for tax management, investment strategies and asset protection. We've combined the accounting and financial planning industries into one. Businesses: Real Estate Management (Realtors, Brokers, Rental Property, House flippers, etc.) Construction (Plumbing, electrician, Landscapers, Handyman, general contractors, etc.) Attorney Medical (Dr, Dentist, Nurses, Surgeons, etc.) Auto sales/service/Dealerships Engineering Firms Individuals: Trusts Estates Family LLC Closely Held Businesses Accredited Investors
    Instructions
    I have attached forms I am currently using to explain our business. Our website is currently discover360financial.com - 360 Financial Solutions was the name I've used the past decade. I am looking to rebrand and explain my merged accounting and investment service. MichaelSheltonConsulting.com may also help with communication ideas.
    360+ Pricing Chart.pdf
    2021 Pricing Page for Email.pdf
    What we need for tax prep.pdf

    Reference Samples

  • Design Concepts Completed4 months ago
  • M
    Michael4 months ago
    360+ Pricing Chart.pdf
  • M
    Michael4 months ago
    360+ Pricing Chart 2021.pdf
  • wongndeso selected as finalist!4 months ago
  • Greenlight selected as finalist!4 months ago
  • Design #287 by Greenlight is declared WINNER!4 months ago