Probity Advisors, INC.
2018 Annual Planning Guide
Probity Advisors is a financial planning and wealth management firm – based in Dallas, Texas. I have been working with them as a freelance designer for the past 4 years. In that time, we have worked together to establish 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 the past 12 months, as well as investment projections and recommendations for the new year.