David Zaegel, CFP®, CPA CWOs for Hire LLC
- 13492 Clayton Road #2, St Louis, MO 63131
- (314) 649-7526
- http://www.CWOsForHire.com
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.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
