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McAuley Financial Services Brochure

Writing a brochure highlighting the benefits of working with McAuley Financial Services for corporate group retirement services.

Business Meeting



The primary goal was to book a consultation with a member of the McAuley Financial Services team, with the secondary goal to learn more about the services online.



The primary audience are senior HR staff in small to medium-sized companies and the secondary audience are other senior decision makers, such as the CEO or VP.

Work Meeting
Smiling woman


What the client thinks

"Stacy has been a great partner for us. She took time to understand our company, our values and goals before designing a plan. She was very thorough, providing multiple opportunities to meet, review and adjust our content. We were extremely happy with the results and we look forward to working with her exclusively moving forward."


Kevin O’Connor, Certified Financial Planner, McAuley Financial Services


The work

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