I have been working with Integrated Financial Strategies (IFS) since 2005 for my insurance portfolio planning. In late 2020, IFS worked with my legal & accounting advisors to develop and implement a comprehensive life insurance solution to provide liquidity for my estate to fund tax liabilities. The planning was thorough, efficient, and done in a professional manner. I am grateful to the IFS team for raising the issue and diligently assisting to execute the solution.
