stron legacy planning
S T R O N G
LEGACY PLANNING

betsy strong
 

Home

About

Services

Contact

Elizabeth Strong, MBA, CFP
Strong Legacy Planning
(415) 442-8324

 

 

Business Succession Planning
 
  • 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.
 
<<<      >>>

 

 
 
Financial planning for families and business owners.

www.StrongLegacyPlanning.com
© 2017 Strong Legacy Planning ~ All Rights Reserved
Website: AmericanChamberOfEcommerce.com