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Logo Dos and Don'ts

The Summit Wealth Group logo is trademarked and the use of it is carefully monitored to protect the Summit Wealth Group brand image as well as for consistency. Please review this list of dos and don'ts before using the Summit logo. 

Do:

  • Use the Navy logo on a light colored background (using only light colors from our brand color palette)
  • Use the White logo on a dark background (using only dark colors from our brand color palette)

Don't:

  • Use the Summit Wealth Group logo on backgrounds not listed on our brand color palette


Do: 

  • Use our logo on pre-approved apparel and swag items 

Approved list of apparel and promotional products:

Apparel (MUST BE COLORS FROM BRAND COLOR PALETTE): 

  • Polo shirt
  • Golf hat
  • Collared dress shirt

Promotional Products:

  • Golf ball
  • Coffee mug
  • Pen
  • Backpack
  • Tote Bag
  • Notebook
  • Water bottle
  • Throw blanket
  • Magnet
  • Letter opener

Don't:

  • Place our logo on anything else without written permission from the Summit marketing team


Do: 

  • Be sure the logo is not skewed, cropped, and proper dead space is provided surrounding the logo

Don't:

  • Alter the logo in any way or crowd the logo with your design work


The Color Palette

Anything developed with the Summit brand associated with it, including the use of the Summit Wealth Group logo, must be designed using the approved color palette unless written approval is provided by the Summit Wealth Group marketing team. In general, only colors listed on the color palette may be used as a background or alongside the Summit logo.


Approved Fonts

Font use in design helps to establish a brand identity. Consistent font use across the company will help people to associate the brand visuals with Summit Wealth Group.

Email Signature

All Summit staff members are required to have the following format for their email signature. This format is HTML and customization is limited to the following:

The social media buttons may be customized as well as the name, title, and branch office phone / address. A custom salutation may also be used prior to the email signature. The signature is a template which must remain visually in tact. The template can be accessed through a portal provided by the corporate marketing team.


Why the tree logo?


The Plot That Each Summit Staff Member Plays a Role In...

At Summit, the service we provide plays out like a movie plot line. Knowing the plot allows you to understand what your role is in the story. This script is broken down into 7 parts. 

1) The Main Character (someone we want to work with)...

1) The Main Character (someone we want to work with)...

Anyone wanting to take control of their financial lives

Wants: Confidence and clarity about their financial future

2) ...Has a Problem

2) ...Has a Problem

External Problem:

Making money-related decisions is complicated


Internal Problem:

It is frustrating to try to do it on your own. It can lead to feelings of confusion and uncertainty about your future.


Philosophical Problem:

Nobody should have to make life-altering financial decisions alone

3) ...Meets a Guide (us!)

3) ...Meets a Guide (us!)

Empathy: We understand what it's like to have an idea of what you want your life to look like, but lack the clarity on how to get there.


Authority: Having been recognized by Forbes Magazine for providing Best-In-State financial planning services, we’ve helped a countless number of people successfully find clarity and fulfillment in their financial journey.

4) ...Guide provides a plan

4) ...Guide provides a plan

  1. Schedule an Appointment
  2. We meet to learn about your life goals
  3. We build a written financial plan to set you up for success
5) ...Guide calls the character to action

5) ...Guide calls the character to action

Primary Call to Action:

Schedule an appointment


Transitional Call to Action:

  • E-Book - Top 10 Mistakes Made in Retirement
  • E-Book - Government Employees How to avoid the 5 costliest retirement planning mistakes
  • Financial Tip Friday Video Series
6) ...Ends in Success

6) ...Ends in Success

  • Less worry / Peace of mind
  • Confidence in Decision Making
  • Their dream retirement
  • Financial freedom
  • More capacity to give and help others
  • Leave a lasting legacy
  • Reach their financial goals
7) ...Avoids Failure

7) ...Avoids Failure

  • Run out of money in retirement
  • Make bad and costly financial decisions
  • Miss out on tax-saving strategies
  • Experience worry and concern with their finances
The Script We Pitch to Prospects:

The Script We Pitch to Prospects:

At Summit Wealth Group we know that you want to be a confident financial decision-maker. In order to do that, you need clarity about your financial future. The reality is, making money-related decisions is complicated, Trying to do it on your own can be frustrating. It can lead to feelings of confusion and uncertainty about your future.

We believe nobody should have to make life-altering financial decisions alone.

We understand what it's like to have an idea of what you want your life to look like, but lack the clarity on how to get there, which is why we have been recognized by Forbes Magazine for providing Best-In-State financial planning services, we’ve helped a countless number of people successfully find clarity and fulfillment in their financial journey.

Here’s how to get started:

  1. Schedule an appointment
  2. We meet to learn about your life goals
  3. We build a written financial plan to help set you up for success

So, schedule an appointment. And in the meantime, you can check out our e-book on the Top 10 Mistakes we see made in retirement.

Stop worrying about making bad or costly financial decisions and instead experience peace of mind knowing you are on track towards financial freedom and your dream retirement.

One Liner - When someone asks "What do you do?"

At some point, everyone will face complicated money-related decisions. Our financial planning services are custom-tailored, so people can find confidence and peace of mind in their financial journey.