We are pleased to share that our digital marketing partner, MJ2 Marketing was awarded an AVA Digital Award for the Design and Development of the new PDS Planning website, launched in October 2024.
Administered by the Association of Marketing and Communication Professionals (AMCP), the AVA Digital Awards is an international competition honoring exceptional work by creative professionals involved in the concept, direction, design, and production of media that advances digital communication.
The new PDS Planning website was awarded Honorable Mention in the Website Design: Financial category for the design and development work. A shared passion project, the MJ2 team worked with our team to design a website to better reflect PDS Planning, how we work best with our clients, and how our flat fixed fee model sets us apart from others in our industry.
We are proud of our new website and invite you to check out a few of our favorite features.
☑️ 𝗖𝗮𝗹𝗰𝘂𝗹𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗙𝗲𝗲𝘀 – Most people have no idea what fees they pay their advisor on an annual basis because the fee is “covered” by their investments – essentially it is a percentage of their portfolio. With the new Fee Calculator designed and developed by the MJ2 Web Dev team, the website can estimate the fee for visitors, further emphasizing for the target audience when it makes financial sense to work with us.
☑️ 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 – The new service pages focus on our client goals, further demonstrating that as a fiduciary, we tailor our approach to developing a long-term strategy to help our clients meet their unique goals.
☑️ 𝗢𝘂𝗿 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵 – To enhance the peace of mind that our clients can expect when working with us, the new website has a page dedicated to our unique approach to financial planning.
IMPORTANT DISCLOSURE INFORMATION: Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by PDS Planning, Inc. [“PDS”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from PDS. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. PDS is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the PDS’ current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.pdsplanning.com. Please Note: PDS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PDS’ web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a PDS client, please contact PDS, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.
