smallbusinessfinancialplanners.com

STRONG LEGACY PLANNING: Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Strong Legacy Planning provides financial planning services to individuals, families and business owners. The focus of our business is to help you set aside time away from your busy life to focus on a VISION for your future. Once this vision is clarified, we help you set financial goals to make sure you are on track to realize your vision. But we take this a step further with an additional element of planning called. WHAT LEGACY DO YOU WANT to Leave? Where is it written down? 2013 Strong Legacy Planning.

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STRONG LEGACY PLANNING: Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | smallbusinessfinancialplanners.com Reviews

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Strong Legacy Planning provides financial planning services to individuals, families and business owners. The focus of our business is to help you set aside time away from your busy life to focus on a VISION for your future. Once this vision is clarified, we help you set financial goals to make sure you are on track to realize your vision. But we take this a step further with an additional element of planning called. WHAT LEGACY DO YOU WANT to Leave? Where is it written down? 2013 Strong Legacy Planning.

<META> KEYWORDS

1 legacy planning

2 services

3 elizabeth strong

4 mba cfp

5 strong legacy planning

6 investment planning

7 insurance planning

8 college funding

9 retirement planning

10 business succession

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legacy planning,services,elizabeth strong,mba cfp,strong legacy planning,investment planning,insurance planning,college funding,retirement planning,business succession,estate planning,heritage planning,charitable giving,the heritage process,back,next,sipc

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STRONG LEGACY PLANNING: Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | smallbusinessfinancialplanners.com Reviews

https://smallbusinessfinancialplanners.com

Strong Legacy Planning provides financial planning services to individuals, families and business owners. The focus of our business is to help you set aside time away from your busy life to focus on a VISION for your future. Once this vision is clarified, we help you set financial goals to make sure you are on track to realize your vision. But we take this a step further with an additional element of planning called. WHAT LEGACY DO YOU WANT to Leave? Where is it written down? 2013 Strong Legacy Planning.

INTERNAL PAGES

smallbusinessfinancialplanners.com

1

STRONG LEGACY PLANNING: Heritage Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

http://www.smallbusinessfinancialplanners.com/heritage_planning.htm

Assistance with the Heritage Process - using guided discovery to assist families with preparation for an inheritance. Helps families communicate about values, traditions and what is important about their family that is not related to their money or wealth. Creates family unity and a better chance of retention of your family business or assets. Results in the creation of a Heritage Statement and Family Council for children to practice working together before their parents pass on.

2

STRONG LEGACY PLANNING: Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

http://www.smallbusinessfinancialplanners.com/services.htm

By hourly rate, annual retainer or investment managment fee. Independent brokerage services to help with risk management needs which include survivor income, key person insurance, buy-sell funding, or deferred compensation/executive bonus plans, creating tax-advantaged savings for retirement income. Design of policies to fund irrevocable life insurance trusts to pay estate taxes and keep valuable assets with your family. Discussion, coaching and design of exit strategies for independent business owners&#...

3

STRONG LEGACY PLANNING: Insurance Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

http://www.smallbusinessfinancialplanners.com/insurance_planning.htm

Life Insurance Planning for survivor income. Term, universal, variable life solutions. Business use of life insurance for key man or buy-sell funding. Use of life insurance for wealth accumulation - tax-advantaged savings and retirement income. Design and assistance with creation of Irrevocable Life Insurance Trust funding and gifting strategies used to keep life insurance out of your estate. Disability insurance - group and individual policies replace income in the event of accident or illness.

4

STRONG LEGACY PLANNING: ESTATE PLANNING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

http://www.smallbusinessfinancialplanners.com/estate_planning.htm

Assistance with creating or updating your estate planning documents. Explanation of the benefits of living trusts. Help with decisions that need to be made. Illustrations of asset transfer upon first and second deaths based on current document instructions. Education and design strategies for asset transfer to children/grand-children to reduce estate taxes. Advance estate and gifting strategies - education and descriptions - final drafting by your attorney. SPC, A Registered Investment Advisor.

5

STRONG LEGACY PLANNING: About . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

http://www.smallbusinessfinancialplanners.com/about.htm

Betsy Strong CFP - President, Strong Legacy Planning LLC. Betsy is married to Gary Coover and has three step-children, Graham, Gary Jr. and Charlotte. Betsy is an active member of the board of directors of Edgewood Center for Children and Families and volunteers with her daughter Charlotte through a mother/daughter volunteer group - NCL. She is also an avid golfer, skier and traveler, loves to attend cultural events and try new restaurants in the San Francisco Bay Area! The Financial Planning Association.

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STRONG LEGACY PLANNING: Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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