Helping you to budget, insure, and invest wisely
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
Our CEO and Senior Financial Advisor, Wes Ifan, talks about what we do at Kobo Wealth Strategies. Let him explain.
Weekly Market Commentary
Week of November 29, 2021
Take a look at some of the insights our firm has shared with our clients and newsletter subscribers.