As a Financial Strategist, my mission is to help 21st century professionals build smarter wealth. I have a multidisciplinary approach, and work in many areas from finance, to tax, to analyzing the economics of life decisions. From time to time I also provide career coaching, contribute articles to publications and speak on financial topics.
Individual Income Taxes
I help individuals and families comply with Federal, State, and Local tax requirements, in a process that is stress-free. My clients also have access to me all year round, and can tap into my creative ideas for tax savings. For certain clients, I provide advice that creates enough tax savings to justify my fee by itself. Click here for more information.
Financial Planning, Strategy, and Coaching.
How will you earn, spend, save, and invest your money? Why? Have you ever thought about how to optimize your finances to serve your life’s mission? Do you need help figuring out how much to save for retirement, how much to spend on a car, or whether to buy a house? Do you have thousands in student loans and don’t know where to start on your journey to wealth? I can help you answer these and many other questions. Contact me to request a consultation (email at bottom of page).
Along my journey, I have learned to manage job satisfaction, current pay, market value, skills and other factors. Using my successful Accounting career as a guide, I can speed up your decision making process by showing you ways to pick your path more efficiently. Since I am a finance professional, I will also point out where certain jobs will increase your income without increasing your wealth. Click here for more information.
I am available to teach people of all ages about money and share my views on student loan debt management. Whether you need a guest post for your blog, a resource for your newsletter, or a speaker/discussion-leader for your group, I am completely FREE (with a few exceptions) so you have nothing to lose. Click here for more information.
My services are available all year round, so contact me anytime!
My email: albertokagbue [at] cpa [dot] com
You may also want to check out my page of recommendations and professional references.