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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

 

 

College Funding
 
  • 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.
 
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Financial planning for families and business owners.

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