the401klady.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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | the401klady.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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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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | the401klady.com Reviews

https://the401klady.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

the401klady.com

1

STRONG LEGACY PLANNING: Retirement Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

http://www.the401klady.com/retirement_planning.htm

Retirement projections based on changing variables. Includes social security income at different retirement ages. Graphic representation of assets and retirement income based on changing rates of return on investments. Helps you determine actual required rate of return on your investment portfolio to meet your retirement income goals. Assistance with budget/expense projections for retirement years - inflation and tax calculations included. SEP IRA, Individual and Roth IRA establishment.

2

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

http://www.the401klady.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.the401klady.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: Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

http://www.the401klady.com/index.htm

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.

5

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

http://www.the401klady.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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