Below, please find a few case histories that may equal one of your existing challenges.
One of our clients wanted to reduce income tax liabilities in order to ensure business and personal growth.
The Center For Financial Strategies applied a little known IRS tax code, deferring hundreds of thousands of dollars in taxes for this client.
This real estate client was able to increase his business assets allowing him to purchase and sell new properties.
Woman in mid-40’s was undecided about life insurance and thought she had time to make a decision.
The Center For Financial Strategies developed a strategy to invest in inexpensive life insurance right before this client was to become medically un-insurable.
The client has a safe long-term life insurance policy. Her brother decided to wait after speaking with Pam and is now unable to secure a dependable life insurance plan.
This information is intended to be for illustrative purposes only and does not reflect any particular investment or investment needs of any specific investor.