About Kaizen Financial Advisors
We are fee-based fiduciaries, and our philosophy is simple: We are here to help you achieve your goals. We work with those accumulating assets and those approaching retirement. We offer a wide array of services, including investment management, retirement planning, proactive tax planning, estate planning, college saving, concentrated stock strategies, and risk management. As your life changes—whether you start a family, enter into retirement, or change careers—we’ll be there with you.
The word kaizen means continuous improvement, taking small steps to achieve real results. The concept of kaizen is an organizational attitude, approach, and philosophy to the way that we do business. It is our key emphasis to maintain or achieve competitive advantage through well-managed and dynamic processes. We are client-focused, we are disciplined, and we empower our associates to help you achieve your goals.
As a fee-based independent registered investment advisor, Kaizen charges for our services based on a percentage of assets under management, or a fixed fee. This fee arrangement is transparent and objective, allowing us to provide advice based exclusively on your goals, needs, and risk tolerance.
This approach to wealth management means that the financial advice, service, and communication allows you go through your day confident with your financial situation.