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About Kobo Wealth Strategies

Kobo Wealth Strategies is a full service financial planning company. We offer comprehensive financial planning in six key areas of personal finances. We focus on Cash Flow, Insurance, Investments, Retirement, Taxes, and Estate Settlement in the planning process. We are a company that focuses on helping clients budget properly, insure lives and livelihood, and invest wisely. We utilize a four step process to deliver on the value of our planning service arrangement. The goal is to provide options and ultimately help you implement goal based solutions to achieve financial wellness. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Kobo Wealth Strategies is a branch office of Securities America. Securities offered through Securities America, Inc. Member FINRA www.finra.org, and SIPC www.sipc.org. Advisory Services offered through Securities America Advisors, Inc. Kobo Wealth Strategies and Securities America are unaffiliated. Third party posts, referrals or recommendations do not reflect the views of Wes Ifan.

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