Legacy Retirement Estateplanning Website Development Case Study


Legacy Retirement & Estate Planning is a Colorado-based financial planning firm that offers retirement planning, estate planning, and wealth management services to clients. The firm approached our agency with a goal of creating a website that would be user-friendly, informative, and reflect their brand’s values and expertise.


The client’s target audience comprises retirees and pre-retirees who are seeking professional financial guidance for their future. They wanted a website that would provide a comprehensive overview of their services, demonstrate their expertise, and make it easy for potential clients to contact them.


Our agency worked closely with the client to understand their brand values and target audience. The design process included an extensive analysis of their competitors, existing website, and industry best practices. The new design was modern, professional, and focused on easy navigation and a clean user interface. The color scheme was kept in-line with the brand guidelines and included colors that evoked trust, reliability, and financial stability.


The website was built on WordPress, utilizing custom templates and plugins to ensure fast load times and optimal functionality. The site was optimized for search engines, with keyword research being done to target relevant search terms in the client’s local area. The site’s content was also optimized to reflect the target keywords and to ensure a good user experience for visitors. The site was tested thoroughly on multiple devices and browsers to ensure that it was responsive and easy to use.


The website included a comprehensive list of the firm’s services, with detailed descriptions of each service offered. The site also included a blog section, where the client could post informative articles about retirement planning and estate planning, which would help position the client as an expert in their field. A contact form was added to make it easy for potential clients to request a consultation, with a call-to-action placed prominently throughout the site.


After the site was developed, extensive testing was done to ensure its functionality and compatibility. The testing process included functional testing, performance testing, and usability testing. Any issues identified during testing were resolved before the site was launched.


The new website resulted in a significant increase in traffic and a lower bounce rate compared to the old website. The website’s traffic increased by 40%, with the majority of the traffic coming from search engines. The bounce rate was reduced by 25%, indicating that visitors were finding the site more engaging and informative. The client was also able to attract new clients who found them through the website and converted into paying customers. The blog section helped to position the client as an expert in their field, with many of the articles being shared on social media.


The new website was a success, meeting the client’s goals of attracting more traffic, reducing bounce rates, and increasing conversions. The new site also helped to position Legacy Retirement & Estate Planning as a professional and reliable financial planning firm in Colorado. Our agency continues to work with Legacy Retirement & Estate Planning to improve their website’s performance and provide ongoing support.

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