New Financial Planning Firm Needs a Logo Design!

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This customer received 142 logo designs from 37 designers. They chose this logo design from graphycode as the winning design.
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Logo Design Brief
We need a logo design for a new financial services company called "Schwab Tax & Financial Planning, LLC". With hourly fees as an option and the leveraging of technology to meet with clients remotely, we hope to fill a gap for those who are not currently engaged with a tax/financial planner due to high initial fees and/or inconvenience of location/availability.
We are definitely open to different design and color ideas.
Target Market(s)
Middle class, 30 to 50 years old, tech/web savvy
Industry/Entity Type
Financial
Logo Text
Schwab Tax & Financial Planning, LLC
Logo styles of interest
Pictorial/Combination Logo
A real-world object (optional text)



Abstract Logo
Conceptual / symbolic (optional text)



Wordmark Logo
Word or name based logo (text only)


Lettermark Logo
Acronym or letter based logo (text only)



Font styles to use
Colors
Designer to choose colors to be used in the design.
Look and feel
Each slider illustrates characteristics of the customer's brand and the style your logo design should communicate.
Elegant
Bold
Playful
Serious
Traditional
Modern
Personable
Professional
Feminine
Masculine
Colorful
Conservative
Economical
Upmarket
Requirements
Must have
- Definitely need text of company name in logo. Prefer if there is some sort of object/symbol/icon also within logo, but if text only is interesting/dynamic, would love to see it.
Should not have
- Given the shared industry (and name), should be dissimilar to "Charles Schwab" (www.schwab.com).