womensfinancialplanning.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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | womensfinancialplanning.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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . | womensfinancialplanning.com Reviews

https://womensfinancialplanning.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.

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womensfinancialplanning.com

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

http://www.womensfinancialplanning.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.

2

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

http://www.womensfinancialplanning.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.

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

http://www.womensfinancialplanning.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.

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STRONG LEGACY PLANNING: College Funding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

http://www.womensfinancialplanning.com/college_funding.htm

Assistance with college funding. Cost projections based on current college costs. College funding projection - monthly amount required to be deposited to meet college savings goals. 529 Plans - tax-advantages solutions offerred by multiple states and mutual fund companies. Gifting strategies to maximize your college savings planning. Financial planning for families and business owners. 303 Second Street #950 San Francisco, California (415) 442-8324. SPC, A Registered Investment Advisor.

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

http://www.womensfinancialplanning.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.

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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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