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HFS Financial Services
Barron, WI
Technology Used WIX
Case Study: HFS Financial Services — Barron, WI
(Financial Planning, Tax Prep, Accounting, Insurance)
Industry: Financial Planning / Tax Filing / Business Accounting / Insurance
Client: HFS Financial Services
Location: Wisconsin
Timeline: ~6 weeks
Stack: Wix (upgraded to a Wix site), form automations, secure file upload, gallery modules, performance tuning, maintenance package for updates
Find Out If Your Site Needs A Redesign.
Overview:
HFS Financial Services (Team Hoff) engaged Digital Marketing Solutions Online (DMSO) to modernize their website so it matched the professionalism of their firm and simplified client intake. Like the related HFS Insurance project, the goals were clarity, trust, and conversion—but with an added requirement for secure document transfer for tax and financial paperwork.
Objectives:
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Present a clear, trustworthy overview of services across Tax Preparation, Personal Financial Planning, Business Accounting, and Insurance
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Make client intake simple and secure with encrypted file uploads and short forms
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Improve navigation and readability, especially on mobile
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Reinforce credibility with compliance‑minded copy, disclosures, and policies
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Restore and grow organic visibility for core services and the Barron area
Approach:
We started with a site audit and strategy workshop to identify pain points: cluttered layout, weak navigation, and limited visual storytelling. From there we:
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Built a clean, modern design system with consistent spacing, typography, and color usage
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Re-architected the site map around clear user journeys (Home → About → Services→ Contact )
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Implemented visual galleries that emphasize customer relationship
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Simplified forms (short, mobile‑friendly) and added high‑visibility CTAs across pages
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Tuned on‑page SEO and performance focusing on Barron, WI (image budgets, lazy‑loading, compressed assets)
What We Delivered:
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Information architecture built around client tasks: Choose a service → understand scope → upload documents or book a call
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Responsive redesign on Wix with trust‑forward layout, professional typography, and accessible color contrast
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Service pages for Tax Prep, Personal Financial Planning, Business Accounting, Insurance, each with scannable benefits, and required documents checklists.
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Secure file transfer: encrypted upload module with confirmation states and routing; optional password‑protected links for sensitive cases
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Conversion framework: short intake forms, click‑to‑call, and Schedule a Call booking (Calendly)
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Compliance & policy layer: privacy policy, disclaimers, terms, and email consent language
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Impact:
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A modern, SEO‑ready site that clearly differentiates four core services
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Document submission friction reduced through secure uploads and concise forms
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More confident inquiries thanks to clearer copy, CTAs, and compliance cues
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Faster updates by staff with streamlined editor SOPs
Before / After
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Before: Disconnected pages, redundant service info, dated layout with unclear quote paths
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After: Consolidated navigation, modern clean design, straightforward quote and contact flow
Links To Learn More:
Link to website-redesign (our method)
Link to search-engine-optimization (on‑page approach)
Link to website-maintenance (ongoing updates/performance)
FAQ
Can we edit content? Yes—Wix editor training provided, plus SOPs for galleries and service pages.
How do we decide what pages to add? We look at the services your business provides and build pages around each individual service to optimize SEO.
Can I manage my own website after you build it? Absolutely! We can build you a professionally built custom site and we will even show you how to manage it.
