Premium Website for HNW Legacy&IRA Planning practice

Posted last week

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Build a Premium Website for High-Net-Worth IRA & Legacy Planning Practice About the Project I am launching a boutique advisory practice focused on helping affluent retirees and families with: Large IRA planning Tax-efficient wealth transfer Charitable planning Roth conversion analysis Life insurance strategies Legacy planning I am looking for a talented web designer/developer to create a professional, sophisticated website that appeals to high-net-worth individuals. This should NOT look like a generic insurance or financial advisor website. The ideal design should convey trust, expertise, sophistication, and professionalism. Preferred Platform Squarespace (preferred) WordPress (will consider) Required Pages Home About Services Large IRA Planning Charitable Planning Life Insurance Strategies Articles / Blog Contact Features Mobile responsive Professional design Contact forms Online scheduling integration Blog capability SEO-friendly structure Fast loading Basic on-page SEO setup Connection to my domain Target Client My ideal clients are: Affluent retirees Individuals with significant IRA balances Business owners High-net-worth families Charitably inclined donors The website should feel more like a boutique law firm, CPA firm, or family office than an insurance agency. Content I will provide: Most written content Service descriptions Topics for articles You will provide: Design Layout Images Website implementation To Apply Please provide: Links to 3-5 websites you have personally built. Experience working with attorneys, CPAs, wealth advisors, consultants, or other professional services firms. Your fixed-price quote. Your estimated turnaround time. Whether you recommend Squarespace or WordPress and why. Important I am looking for quality and professionalism, not a cookie-cutter template. A clean, elegant website that converts visitors into consultation requests is more important than flashy graphics. One trick: add this at the bottom: Please begin your proposal with the words "IRA Planning Website" so I know you have read the entire job posting.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $30.00

    -

    $60.00

    Hourly
  • Remote Job
  • Complex project
    Project Type
Skills and Expertise
Mandatory skills
Custom Web Design
Sales Funnel
Activity on this job
  • Proposals:50+
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Mar 24, 2021
  • United States
    Aventura5:09 PM
  • $105 total spent
    1 hire, 0 active
  • 3 hours

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