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Spivey Financial Group

A retirement and exit planning firm in Elberton, Georgia, serving business owners and families in four states. Its website had to be clear, credible, and right by the rules.

spiveyfinancial.com homepage: Retirement & Exit Planning for Business Owners and High-Income Families
The brief

Jerry Spivey’s clients are business owners planning for what comes next. His website had to speak plainly to them, and stand up to a compliance review line by line.

Client
Jerry L. Spivey, CLU®, CFP®, RICP®
Location
Elberton, Georgia
Serving
Georgia, South Carolina, Florida, Tennessee
Scope
Website, copy, link previews, local search
Written to the rules

Plain words, nothing oversold.

Financial websites answer to more than taste. Every page carries the disclosures the firm’s broker-dealer requires, and every claim was rewritten to be plain and provable. Each round of compliance review made it clearer.

  1. Disclosures on every pageRequired securities disclosures, FINRA and SIPC links, and the firm’s Form CRS.
  2. BrokerCheck in the menuVisible without scrolling, exactly where the compliance team asked for it.
  3. Claims made provableSuperlatives and comparisons replaced with plain, factual statements.
  4. Credentials shown consistentlyEvery designation marked and footnoted the same way, on every page.
Spivey Financial Group homepage on a phone
A clear plan for dependable cash flow, on a phone
At Spivey Financial Group, we help business owners solve real financial problems, on a phone
Built to be read

Easy on the eyes, at any size.

  • Larger body text with more room between lines
  • Darker text on gray, for stronger contrast
  • Headings that never leave a word alone
  • Every page checked on phones
  • The office phone number taps to call

spiveyfinancial.com

Link previews

Shared links that read at a glance.

When a page is texted or posted, it arrives as a designed card in the firm’s own type and colors, with the page’s purpose and the office phone number, large enough to read on a phone.

Link preview card for the homepage: Retirement & Exit Planning, Elberton, Georgia, with the office phone number
Home
Link preview card for the contact page: Schedule a Consultation with Jerry L. Spivey in Elberton, GA
Contact
Local search

Found by the people it serves.

Search titles now say what the firm does and where it is. The office name, address, and phone number are set up for Google, and every page has a description written for the search results.

spiveyfinancial.com contact page with the consultation form
What we made

Website

  • Design & build
  • Phone layouts
  • Readability & contrast

Copy

  • Clear, factual rewrites
  • Compliance-ready claims
  • Consistent credentials

Sharing

  • Designed link previews
  • Social sharing image

Local search

  • Search titles & descriptions
  • Google business details
  • Tap-to-call
Let’s begin

It's your vision. Let us bring it to life.

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