David Zaegel, CFP®, CPA CWOs for Hire LLC

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About David Zaegel, CFP®, CPA

We started CWOs for Hire to remove financial stress from clients’ lives. We talk with many people who simply are not getting the help they need, even if they already work with an advisor or a CPA. We remove that frustration, work with you to develop a detailed plan, and help you implement and adjust the plan over the long-term.

We have a particular emphasis working with those who are retiring or are nearing retirement. We make sure you aren’t paying too much in taxes over the long-term and also work hard to protect your investments and make sure they are aligned with your retirement plan.

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Ideal Clients

  • Baby Boomers
  • Business Owners
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • AUM: 1.00%

 

SEC Records

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