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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

 

 

Retirement Planning
 
  • 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.

Retirement Plan Design

  • 401k and Profit Sharing design with assistance by third party administrator.
  • SEP IRA, Individual and Roth IRA establishment.
  • Defined Benefit Plan - designed and established with a Third Party Administrator.
  • Use of cross-testing and age-weighted solutions to maximize contributions to owners and senior management if desired.
  • IRA to Roth conversion assistance.
 
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Financial planning for families and business owners.

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