Opportunity
Problem
Portland Oregon has many people who need investment advice and estate planning assistance.
Solution
Grizzly Bear Financial Managers offers comprehensive financial planning and estate planning services. Grizzly’’s services are extensive in terms of available products (mutual fund, equities and estate planning) as well as depth of research. Although it can be expensive for Grizzly for in-depth research to determine potential investments and options for clients, this will likely be offset by a long-lasting relationship built from earned respect.
Market
Grizzly Bear Financial Advisors will market their services in two ways. One, to those who require investment advice. Two, to those who need assistance with estate planning. These two groups will both be targeted by public seminars and networking activities. Prospective customers will be converted by Grizzly’s competitive edge of deep-rooted research and thoroughness when they use its services.
Competition
Most consumers base their buying habits on the people they know. It is difficult to decide on a financial planner because there is so much information. It is easy to obtain a referral for a financial planner, as most people over the age of 65 have visited one.
Why Us?
Grizzly Bear Financial Managers’#8217′ mission is to provide financial planning services that are comprehensive for all our customers. Our mission is to retain and attract customers. When we adhere to this maxim, everything else will fall into place. We will exceed your expectations with our services.
Expectations
Forecast
Grizzly will be profitable by month eight, and modest profits by year three.
Financial Highlights for the Year
You will need financing
Meghan will put in $23,000 to help start this business.
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