Tommy McGregor - Financial Advisor Website Design

Challenge

The client, a financial advisor specializing in retirement planning for clients 55 and older, needed a website that clearly communicated his mission while remaining fully compliant with financial regulations. The challenge was to create an engaging, approachable online presence that allowed prospects and existing clients to easily understand services, navigate content, and connect with the advisor, all while adhering to strict industry guidelines.

Solution

We designed a user-friendly website that highlights the client’s mission to help older adults unlock their ideal retirement. The site features clear navigation, intuitive layouts, and informative content that guides visitors through the retirement planning process. Working within the constraints of a highly regulated financial environment, we ensured all messaging and functionality were compliant, while still creating a welcoming and accessible digital experience for clients and prospects alike.

Result

The new website provides a professional and trustworthy online presence that effectively communicates the client’s expertise and mission. Visitors can quickly learn about services, explore retirement planning strategies, and engage with the advisor in a clear, guided way. By balancing regulatory requirements with user experience, the site strengthens credibility, fosters trust, and positions the client as a go-to resource for retirement planning for those 55 and older.