Helping you to budget, insure, and invest wisely
April E-Book
The month of April is Financial Literacy Awareness Month. It is also Autism Awareness Month. In order to merge the two thoughts, we thought it would be great to discuss financial concepts to help parents address the financial obligations of their children with special needs. Download our free e-book below to find out how you can prepare. Reach out to us to discuss ways we can help you implement these strategies.
Strategies tailored for every generation.
Kobo Wealth Strategies is a financial planning company focused on helping clients budget properly, insure lives and livelihood, and invest wisely. We follow a strategic and disciplined approach to help clients work towards their financial goals and objectives.
We help our clients in the six key areas of financial planning to help them work toward their financial goals.
1. Insurance Protection
2. Cash Flow Management
3. Investment Planning
4. Retirement Planning
5. Tax Planning
6. Estate Planning
In 2023, it has been challenging to block out the noise and really focus on what is most impactful to your financial goals. Check out what Wes had to say about this.