08
Inglefield Retirement Solutions
Industry
Financial Services
Where We Started
Chuck Inglefield had spent years helping people make sense of retirement. His book, Holy Cow, You’re Retiring!, brought together practical advice, approachable language, and a sense of humor. His firm’s website captured little of it. Generic stock photography and interchangeable financial-services language gave prospects few reasons to remember Inglefield Retirement Solutions. The website needed to reflect the advisor behind the business and answer the concerns people brought into their first conversation.
What We Did
We used Chuck’s book and the language he relied on in prospect meetings to shape the website. Questions about outliving savings, healthcare costs, and maintaining independence became starting points for explaining the firm’s services. His planning process gave visitors a clear picture of what working together would involve. AI helped draft and organize the source material, followed by our editing and Chuck’s review of the financial content. The book also supplied the visual foundation. We extended its colors, typography, and playful cow illustrations into a distinctive Squarespace website. The result connected Chuck’s voice and personality with a straightforward explanation of the firm’s approach and a clear invitation to schedule a consultation.
What Changed
The website now sounds more like the advisor prospects meet. Visitors can recognize their own concerns, explore Chuck’s point of view, and understand the planning relationship before making contact. The firm reported that the new site made it easier to explain its value to prospective clients. The work also created a foundation for continued communication. Alongside a manageable website, we helped develop an AI-assisted approach to future video and content, drawing on Chuck’s existing knowledge to keep the firm’s voice consistent beyond the launch.
