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How to write your Investment and Brokerage Services Proposal

You can create your customized editable variation of this document using Proposal Kit. Follow these steps to get started.


Proposal Pack includes everything you need to get started now

  • This sample proposal plus
  • Library of all 200 samples
  • Library of editable templates
  • All templates in this design
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  • Customize with your logo

Screenshots of 4 of 8 pages of this sample

Click the PDF View link above to see more. The complete sample is included in every Proposal Pack and the included Wizard software can build you an editable version in Word that will be in the design theme you purchased. You can purchase a different design theme than the sample is illustrated with.

Proposal Pack Financial #4 Title Page

Proposal Pack Financial #4 Body Page
Proposal Pack Financial #4 Body Page
Proposal Pack Financial #4 Back Page

1. Get a Proposal Pack such as Financial #4

This sample was created using the design theme Proposal Pack Financial #4. You can recreate this same sample using any of our Proposal Pack design themes and have it customized for your business.

We include this Investment and Brokerage Services Sample Proposal in PDF and editable Word format chapters that can be customized using the included Wizard software when purchased with a Proposal Pack or the Professional Bundle.

To create your customized proposal using your logo and colors, get Proposal Pack for Any Business. We include this sample in every Proposal Pack.

2. Download and install after ordering

Once you have ordered and downloaded your Proposal Pack you will have all the content you need to get started. If you order the sample as a template you will download the Word document after ordering and edit it in your office software.

3. Set up the included Wizard software

While the Wizard software makes the process more efficient, you can manually assemble your version of this sample using the content provided and just a Word processor. We only include the Wizard software with a Proposal Pack or the Professional Bundle.

4. Import the Quick Start layout titled 'Investment and Brokerage Services Sample Proposal'

The included Proposal Pack Wizard software makes creating a customized version of this document speedy and efficient. The sample content is in Word format documents, so you can also use the sample text without using our Wizard software. Using the Wizard software, you can create custom variations of this template and automate your quotes with the line item database.

The Investment and Brokerage Services Sample Proposal is an example of a proposal using Proposal Pack to pitch investing and brokerage services to another business.

This is a good example to follow for anyone selling financial services.

Anyone selling financial services.

5. Customize the template with your information

You can customize the layout with different chapters, change the order of chapters, import your content and information, change the visual design, edit the text, and more. You have complete control over customizing this sample.

Investment and Brokerage Services Sample Proposal - The Narrative

Investment Management Services

Congratulations on your recent award of a government contract. Your announcement of your plans to hire 85 new employees is being celebrated throughout the area. In the past when we contacted you, you indicated that your organization was too small to need our services in designing and managing 401K plans and other investment opportunities. Now that your company is on track to triple in size within the next year, we believe you would benefit substantially from our advice and services.

We'd love to help you grow and secure a better future for your employees and your organization. Please review the pages in this proposal, and then call to set up an appointment where we can show you what we can do for Brittan Enterprises and answer all your questions. Financial plans and investment services are our specialty. Now that your company is on track to triple in size within the next year, we believe you would benefit substantially from our advice and services.

QKM Financial Brokerage offers the following management and investment services to your company. We are experts in designing, implementing, and overseeing customized plans for small businesses.

  • 401K Plans
  • Profit Sharing Plans
  • Investment Advice to Your Company
  • Investment Advice to Your Individual Employees
  • Stock Option Plans
  • Death Benefits
  • Executive Retirement Plans
  • Assistance in Securing and Managing Business Loans

Why use QKM Financial Brokerage instead of managing your own employee plans or hiring one of our competitors. We save you research time. – Financial plans and investment services are our specialty.

We work with a wide variety of banks and investment firms. We stay current on all offerings and can easily recognize any warning signs that indicate a necessary switch in direction. We are independent. – We are in daily contact with many organizations, but we have no special arrangements to sell the products or services of any one organization.

This independence allows us to fairly compare products and offer you the ones that best fit your circumstances. Our success depends on your success. – We charge only a small percentage of total investments.

Thus, our income is dependent on delivering continuing success for you and your employees. Our managers take care of the paperwork. – The managers of small companies have better things to do than calculate tax implications, give investment advice, and distribute checks to employees. Our accountants deliver clear monthly statements to all account owners.

Before any distributions are made, recipients must sign an affidavit indicating they were informed of possible tax consequences. All statements to clients are accompanied by appropriate tax filing information to protect all parties involved. We constantly monitor the investment environment.

– You watch over your business, and we'll watch over your investments, notifying you when adjustments are needed. With QKM on your side, you'll never be surprised by a 'sudden downturn' in the economic climate. In short, QKM is your partner in planning and securing the financial future of your business and your workforce. Below is a list of some of the most important clients served by QKM Financial Brokerage.

Coel Applications Inc. We manage the 401K and executive retirement plans for this software company of 271 employees. Johnson County Machinists Union. QKM assists this organization in managing and investing its pension funds, and offers individual investment opportunities to its 198 members.

MacQuade Manufacturing. We designed and implemented a profit sharing plan and a 401K plan for this manufacturing company, which employs 432 people. We were also instrumental in securing a short term loan that allowed the company to double its operations.

QKM understands small businesses. Whatever your financial needs are, we can help you find the right path to a secure future. The following are testimonials from some of our clients. QKM is dedicated to customer service and producing high quality work that meets the needs of our clients.

Larry Watson, Electrician, "I've never been a big believer in investment brokers, but QKM quadrupled the value of my retirement fund over the course of ten years. Elisabeth Post, VP, Human Resources, "We couldn't be happier with the way QKM manages our 401K and executive compensation plans". Unlike other plans that have been in the news recently, our funds have always been secure and steadily growing. QKM Financial Brokerage began in 1987 as Quiller Financial Services, a sole proprietorship run by Carl Quiller, who started the company after 20 years of service in a large Wall Street firm.

At that time, Carl wanted to ensure that small and medium sized companies had access to the same investment opportunities as the giant corporations. This is still our mission today, although we've more than tripled in size with the addition of partners Jeremy Kilstad and Judith Melendez, as well as 12 dedicated staff members. We specialize in designing and implementing retirement and investment plans that suit the needs of small to medium sized organizations. We serve clients with staffs or members ranging in size from two to 502 employees.

In the past, many of the best opportunities were offered only to the biggest organizations with large amounts of capital to invest. By combining multiple client accounts into one pool, QKM is often able to offer these premium opportunities to our smaller clients. Although we work with many banks and brokerages, we are subservient to none.

We are proud of our independent status, which allows us to select the very best options for our clients. QKM Financial Brokerage is located in Kansas City, Missouri.

Business proposal example What Our Clients Say

I’m so happy I ordered this software. It truly makes me feel confident in having a great resource for an expansive set of proposals just one click away. It has truly saved me time - and money.... and simply makes me look good - generating "professionally polished" proposals. I highly recommend this software!"

Tameka David
Bubble Nation, LLC

Length of Sample

8 Pages

There are thousands of chapters to choose from in Proposal Pack. This sample uses the following set of Proposal Pack chapter templates: Cover Letter, Title Page, Clients Served, Benefits, About Us, Services Provided, Testimonials, Back Page.

There are 200 complete sample proposals including this one in each Proposal Pack

The following related samples are also included in Proposal Pack:

These template layouts are related to this sample

The following related templates are also included in Proposal Pack with this sample:

This sample illustrates how to write the following types of proposals

  • General business proposal
  • Non-technical proposal
  • Service sales proposal
  • Financial, investment, legal proposal
  • Many other types of proposals

Samples can be created in any Proposal Pack design theme

This sample was created with Proposal Pack Financial #4. To change the visual look purchase any Proposal Pack and this sample will be created in that design theme.

Out of the over 501 Proposal Packs available these designs are also popular for this type of proposal and this sample proposal is also included in every Proposal Pack:

Photo Design Proposal Packs

Business Proposal TemplatesProposal Pack Accounting #1
Business Proposal TemplatesProposal Pack Classic #18
Business Proposal TemplatesProposal Pack Financial #5

Line Art Design Proposal Packs

Business Proposal TemplatesProposal Pack Financial #1
Business Proposal TemplatesProposal Pack Financial #2
Business Proposal TemplatesProposal Pack Financial #3

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Key Takeaways

  • The Investment and Brokerage Services Sample Proposal is a fully written sample included in every Proposal Pack and the Professional Bundle.
  • You can create custom variations of this sample using the included software and template library.
  • The Wizard software automates quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • Proposal Kit is made for freelancers, small businesses, and non-profits.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.

Frequently Asked Questions

How do I customize the Investment and Brokerage Services Sample Proposal to fit my specific project or business?

If you purchase the Investment and Brokerage Services Sample Proposal as a static template, it will be an editable Word format document; otherwise, if you buy a Proposal Pack or the Professional bundle, you can build a more customized editable Word document version of it using the included Wizard software. You can replace the sample information with your own, adjust the text to match your company's tone and style, and modify sections to include project-specific details.

Can I use multiple sample proposals for different types of projects?

You can purchase multiple samples as individual Word templates or all 200 samples are included in every Proposal Pack and Proposal Kit Professional, which is a much better deal. The Proposal Kit offers sample proposals for various industries and project types. You can select and customize different sample proposals to suit each unique project. This flexibility allows you to create tailored proposals for other clients or projects.

How can I integrate my branding into the Investment and Brokerage Services Sample Proposal?

While the Investment and Brokerage Services Sample Proposal is an editable Word document, depending on the level of custom branding needed, consider the Proposal Kit Professional, which includes the branding features in the Wizard software that let you create custom-branded design themes more effectively. Start by incorporating your company's logo on the cover page, as well as in the headers and footers of the document. Next, adjust the color scheme of the proposal to match your brand colors. Change the fonts in the proposal to align with your brand's standard fonts. Including branded graphics that reflect your brand's style will further enhance the proposal. Additionally, ensure that the text within the proposal maintains a tone and voice consistent with your brand's communication style. By integrating these elements, your proposal will reinforce your brand identity.

How do I ensure my proposal stands out and wins the client?

To ensure your proposal stands out:

  • Personalize the content: Address the client's needs, challenges, and goals to make the proposal unique.
  • Highlight your value proposition: Communicate what sets your business apart and how to deliver superior results.
  • Use professional design elements: Incorporate visuals, charts, and graphs to enhance the presentation and make it more engaging.
  • Proofread and edit: Ensure the proposal is error-free and well-organized. A polished, professional document reflects your attention to detail and professionalism.

What should I do if I need help understanding or modifying a section of the Investment and Brokerage Services Sample Proposal?

If you need help understanding or modifying a section of the Investment and Brokerage Services Sample Proposal, refer to the detailed instructions provided. Additionally, Proposal Kit includes customer support and resources such as tutorials and videos to assist you. Consulting with a colleague or a professional in your industry can also be beneficial if further clarification is needed. Asking an AI tool can also provide valuable insights for immediate needs.

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