Probity Advisors
2020 ANNUAL PLANNING GUIDE
Probity Advisors is a financial planning and wealth management firm – based in Dallas, Texas. I have worked with them for the past six years. During this time, with their marketing manager, we established a branded identity in all their print collateral pieces. These include financial sector-specific brochures, annual reports, and white pages.
This project – the Annual Planning Guide- is an end-of-year report that provides clients with a review of the past 12 months and investment projections and recommendations for the new year.
