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S T R O N G
LEGACY PLANNING

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

 

 

Investment Planning
 
  • Institutional Money Managers.
  • 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).
  • Independent Advice - we sit on your side of the table to assist with portfolio manager evaluation. We help you realign your investments when your goals change.
 
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Financial planning for families and business owners.

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