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As a financial professional and an active member of my community, [name] is dedicated to helping individuals and businesses build their financial futures. To stay on top of [his/her] field and develop [his/her] professional skills, [he/she] regularly attends industry training and certification programs.

Academic achievements include a [degree/College or University]. [name's] education, experience and professional affiliations have fostered [his/her] practical approach to offering financial services and advice to [his/her] clients. Maintaining a strong sense of community and a solid professional foundation are very important to [Name]. {Name] is involved in [local groups or philanthropic work].[Name] enjoys travel and vacationing at the beach.


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Products are offered through [BROKER-DEALER NAME GOES HERE]. Member FINRA, SIPC, 121 Lincoln Ave, Suite 100, Oakmont, CA 92101.


Home Page Text

Sample text #1:

Welcome to our website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. [Company] created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Sample text #2:

Today's investment climate offers unprecedented opportunities. At [Company], our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  1. A clear understanding of their financial goals
  2. A well-defined roadmap for achieving those goals
  3. Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing. For help with your financial management, or for more information on [Company], please contact us today.

Sample text #3:

Welcome to our website -- an information resource designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a research library and newsletter articles on a wide range of financial topics. You can even request a quote for an insurance or investment product. And check back often, because we're constantly adding new material. If you have a specific question or want more information, click on Contact Us, drop us an e-mail message at [e-mail address], or call us at [phone number]. We're ready to help.

Sample text #4:

Welcome to [Company], a full-service company specializing in retirement planning and estate conservation.

As personal financial professionals, we can:

  • Help you clarify and define your goals
  • Recommend solutions that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
If you have any questions, please call us at [phone number] or e-mail us at [e-mail address]. We will be happy to help. We look forward to talking with you.

Sample text #5:

Welcome to the [Company] website. My company believes that good financial decisions don't have to be confusing. I can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

This site will not only introduce you to my company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops that you may want to attend.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at (e-mail address) or call (phone number).


Our Firm

Sample text #1:

At [Company], we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where [Company] comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.

Sample text #2:

[Company] is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

Our firm works exclusively on fee-based compensation. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation, not some hidden agenda. It also means that we are here for you, ready to offer ongoing financial expertise whenever you need it, whether or not you are ready to invest.

For more information about our firm and the services we offer, contact us today.

Sample text #3:

[Company] is a full-service financial firm committed to helping people achieve their financial goals. We offer a wide range of financial products and services to individuals and business owners. By providing sound financial information, we believe you will be better able to identify your goals and make sound decisions to help reach them.
Please call us at [phone number] if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have it, we know someone who does.

Sample text #4:

[Company] is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

We offer financial products and services tailored to your individual needs. (Company) is committed to you for the long term.

Sample text #5:

Many people, especially women, believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use financial strategies that will help you meet your objectives.

My goal as a financial professional is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, I can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.

The process I follow in completing a total financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

Our Services

Sample text #1:

We serve individuals and businesses in all areas of financial management, including:

  • Retirement planning
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Tax management
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Estate planning
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Education funding
    Recommending investment and accumulation strategies to help you pay for your children's education.
  • Investment Planning
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
  • Employee and executive benefits
    Helping your business attract and retain qualified employees through benefit packages.

Sample text #2:

[Company] offers independent financial management and advice in the following key areas:

  • Investment planning, risk management, college funding, retirement planning, and estate conservation.

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?

Sample text #3:

We provide a full range of financial services to individual investors, including:

  • Cash management
  • Risk management
  • Investment planning
  • Tax planning
  • Retirement planning
  • Estate conservation
  • College funding
  • Charitable giving

We also provide business financial services, including employee and executive benefits.

Sample text #4:

We offer a full range of financial services, including

  • Cash management
  • Investment planning
  • Tax planning
  • College funding
  • Charitable giving
  • Risk management
  • Retirement planning
  • Estate conservation

Sample text #5:

When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

  • Tax-reduction strategies
  • Investment management, including stocks and mutual funds
  • Retirement planning
  • Estate planning and preservation
  • Asset protection through insurance and annuity products

Our Qualifications

Sample text #1:

[Company] has been working with individuals for (number) years. Our representatives use their extensive personal and professional experience in all areas of financial planning to help you pursue your goals.

They hold multiple professional designations and are licensed to sell a variety of financial and insurance products.

We look forward to speaking with you.

Sample text #2:

[Company] offers clients an impressive depth of expertise in investment planning, insurance, and estate planning.

During our [number] years in business, we have provided comprehensive financial advice to over [number] investors.

All [Company] advisors hold a variety of professional designations and are well versed in a number of financial disciplines. Our combined education and experience position us to offer broad-based financial advice that our clients can trust.

To meet with a [Company] advisor, contact us today.

Sample text #3:

[Company] has been working with individuals and businesses in the [area] area for [number] years.

Each of our agents has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We're looking forward to using our expertise to help you pursue your financial goals.

Sample text #4:

We have provided financial services to [area] since [date].
Our agents are experienced professionals who have worked with a number of individuals.
Please call and talk with us.

Sample text #5:

[Name] has served as [title] of [Company] since [date].
In [date], [she/he] received [her/his] [degree] in [major] from [school].
In [date], [name] earned the designation of [certification].
In [date], [she/he] received the [award], presented to [titles and description].
[Name] is dedicated to developing lasting relationships with all [her/his] clients.
[She/He] believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.
One of the benefits of working with [name] is [her/his] ability to provide clear, easily understood explanations of financial products and services.
The personal program that [name] can provide is a roadmap to working toward a more secure financial future.


Our Calendar

Sample text #1:

Our commitment to the community extends beyond financial services. Please keep an eye on our calendar section for any upcoming events that we sponsor. We will also list other events -- including seminars -- in this section.

Sample text #2:

Upcoming Events
As part of our commitment to the community, [Company] sponsors educational seminars and other events on a regular basis. The following is a list of the events we have planned for the coming months.
[List the events]
Event Date:
Please contact us for more information or to make a reservation.

Sample text #3:
As part of our commitment to the [area] community, we regularly offer seminars and other educational events on a variety of financial topics.
Some of the events we have coming up include:
[list events, with titles, dates, times, and places]
Contact us to make a reservation. We look forward to seeing you.

Sample text #4:
We believe that an informed investor is key to successful financial planning.
We invite you to attend our scheduled financial seminars and presentations.
Call us at [telephone] or e-mail [e-mail address] for more information or to reserve a spot.
[List seminars and other events]

Sample text #5:
I offer several financial management workshops, many with a woman's focus.
My educational workshops will present financial basics and help you understand some sophisticated financial concepts.

You'll gain a working knowledge of the six areas that every financial management program must consider: cash management, risk management, investment planning, tax planning, retirement planning, and estate conservation.

These workshops are free, and no financial products will be offered for sale during the presentations.

I will cover important financial concerns many people have, such as paying for college and long-term care, saving on taxes, and retiring in comfort.
And I have special information for women who are divorced or widowed:

  • Tax implications
  • Estate planning
  • Investing a retirement plan distribution or property settlement, and many other concerns that directly affect your family's future.

Upcoming workshops:
[workshop topics, dates, times, and locations]


Site Description & Key Words (meta-tag)

Google and other major search engines have officially stated that they either no longer use the keywords and site descriptions in web ranking or they have given them the least priority. [Source]

If you insist on using these meta-tags, use them sparingly and keep them very relevant to the content.
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