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Center For Financial Strategies

21 Hillside Lane
New Hope, Pennsylvania 18938-1702

(215) 862-0400
grovercpa@Ctr4FinancialStrategies.com

Case Histories

Below, please find a few case histories that may equal one of your existing challenges.

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.


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.