Associated Planners, a Charlotte-based financial planning firm, has changed its name to Brent Dees Financial Planning and has tightened its focus on business owners, particularly entrepreneurs, including dentists and veterinarians. The companys new tagline is: When Business Becomes Personal.
(PRWEB) June 15, 2004 -- Associated Planners, a Charlotte-based financial planning firm, has changed its name to Brent Dees Financial Planning and has tightened its focus on business owners, particularly entrepreneurs, including dentists and veterinarians. The companys new tagline is: When Business Becomes Personal.
These changes come after a customer research and strategic planning project implemented by Hoover ink.
What weve found is that the highest value we offer our clients is helping them turn that corner from a focus on their business to a focus on the personal," says Brent Dees, president of the firm. Our clients also told us that the personal touch we provide is a reason they like us enough to recommend us to their friends. Our new name and tagline are merely reflections of what our clients already think about us."
Dees says that he also has narrowed his geographic focus to the Charlotte and Greensboro markets so that he can continue to provide the one-on-one attention his clients have come to value.
Brent Dees, CFP®, CSA is president of Brent Dees Financial Planning (www.brentdees.com) and a registered principal with the Financial Network Investment Corporation. He is one of only a handful of advisors in the nation who has both the certified financial planner and the certified senior advisor designations. The company - which can be reached at 704-376-1005 - focuses on preserving, protecting and growing the assets of small business owners in the Charlotte and Greensboro, NC metro areas so they can focus on running their businesses.
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