stronglegacyplanning.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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | stronglegacyplanning.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.

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

https://stronglegacyplanning.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

stronglegacyplanning.com

1

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

http://www.stronglegacyplanning.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.

2

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

http://www.stronglegacyplanning.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.

3

STRONG LEGACY PLANNING: Charitable Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

http://www.stronglegacyplanning.com/charitable_giving.htm

Assistance with charitable strategies to fulfill charitable goals or as a tax reduction strategy. Education on various trusts that allow donors to accomplish charitable, income and tax reduction objectives. Introductions to community foundations as vehicles to accomplish charitable goals and have lasting impact. Coordination with the Heritage Process to assist each generation with the opportunity to leave a family legacy. Transfer assets to charity. Charity sells assets and reinvests for greater return.

4

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

http://www.stronglegacyplanning.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&#...

5

STRONG LEGACY PLANNING: Business Succession Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

http://www.stronglegacyplanning.com/business_succession.htm

Assistance with long-range planning for your business related to future ownership and transition to the next generation or key employees. Buy-sell design and planning for partners. Wealth accumulation guidance to build assets in addition to your business. Coordination with tax and legal advisors to evaluate transition decisions as retirement approaches. Benefit designs for retention of key employees. Coordination of business transition documents with owner's estate plans. 2016 Strong Legacy Planning.

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financialplanningtowomen.com

STRONG LEGACY PLANNING: Investment Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

http://www.financialplanningtowomen.com/investment_planning.htm

Multiple asset classes to accomplish true diversification and control risk. Global solutions - including emerging market securities and emerging market debt. Personalized to match your age, risk tolerance, time horizon and individual goals. Solutions include mutual funds, separate account managers, and ETFs. Strategic and tactical solutions available (Tactical allocation includes reallocation based on changing market conditions). Financial planning for families and business owners.

financialplanningtowomen.com

STRONG LEGACY PLANNING: Business Succession Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

http://www.financialplanningtowomen.com/business_succession.htm

Assistance with long-range planning for your business related to future ownership and transition to the next generation or key employees. Buy-sell design and planning for partners. Wealth accumulation guidance to build assets in addition to your business. Coordination with tax and legal advisors to evaluate transition decisions as retirement approaches. Benefit designs for retention of key employees. Coordination of business transition documents with owner's estate plans. 2013 Strong Legacy Planning.

financialplanningtowomen.com

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

http://www.financialplanningtowomen.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.

womensfinancialplanning.com

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

http://www.womensfinancialplanning.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.

womensfinancialplanning.com

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

http://www.womensfinancialplanning.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.

womensfinancialplanning.com

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

http://www.womensfinancialplanning.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.

the401klady.com

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

http://www.the401klady.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&#...

the401klady.com

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

http://www.the401klady.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.

betsystrong.com

STRONG LEGACY PLANNING: Investment Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

http://www.betsystrong.com/investment_planning.htm

Multiple asset classes to accomplish true diversification and control risk. Global solutions - including emerging market securities and emerging market debt. Personalized to match your age, risk tolerance, time horizon and individual goals. Solutions include mutual funds, separate account managers, and ETFs. Strategic and tactical solutions available (Tactical allocation includes reallocation based on changing market conditions). Financial planning for families and business owners.

betsystrong.com

STRONG LEGACY PLANNING: Business Succession Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

http://www.betsystrong.com/business_succession.htm

Assistance with long-range planning for your business related to future ownership and transition to the next generation or key employees. Buy-sell design and planning for partners. Wealth accumulation guidance to build assets in addition to your business. Coordination with tax and legal advisors to evaluate transition decisions as retirement approaches. Benefit designs for retention of key employees. Coordination of business transition documents with owner's estate plans. 2013 Strong Legacy Planning.

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stronglegacyplanning.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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