Challenge: Need additional income to pay estate tax liability from a sale of property.

Solution: The proceeds from the sale of the property were used to purchase a guaranteed life income annuity, which went to pay a life insurance premium with a face value of $1,000,000.

Result: This life insurance policy was used to offset estate tax liability.

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Challenge: One of our clients wanted to reduce income tax liabilities in order to ensure business and personal growth.

Solution: The Center For Financial Strategies applied a little known IRS tax code, deferring hundreds of thousands of dollars in taxes for this client.

Result: This real estate client was able to increase his business assets allowing him to purchase and sell new properties.

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Challenge: Terminally ill client needed to ensure his family would not be burdened with high tax penalties upon his death.

Solution: The Center For Financial Strategies recommended he setup a simple IRA among other tax-credited plans.

Result: By setting up the IRA, taxes were immediately reduced upon death while widow was able to receive $45,000.

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Challenge: Client wanted to go into consulting business but needed to ensure a reduced taxable income.

Solution: The Center For Financial Strategies developed a defined benefit pension plan for the same amount as the client’s annual income, making his taxable income $0.00.

Result: The client was able to put earnings back into business, forwarding growth potential.

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Challenge: Woman in mid-40’s was undecided about life insurance and thought she had time to make a decision.

Solution: The Center For Financial Strategies developed a strategy to invest in inexpensive life insurance right before this client was to become medically un-insurable.

Result: 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.