What You Need to Know Before Filing Your Form 1099 Taxes
Tax season is here, and it’s time to start filing your tax return before the tax filing deadline of April 15th. However, it’s important to do your research to understand…
Simple solutions to
complex financial questions.
Kaizen (kai·zn) is a Japanese term meaning “Change for the Better” or “Continuous Improvement”.
Our wealth management team believes in continuous improvement in all things related to your financial freedom and retirement solution. Contact our team today to see the difference we make in our client’s lives.
Schedule a Meeting with Our Team.
Kaizen Wealth Management Group
Continuous improvement towards financial freedom.
Building and preserving your personal wealth requires specialized attention.
Working with Todd Elliott and his team will provide one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
There’s no time like the present to start planning your financial future. If you’re ready to start planning for your retirement years, call us first. Don’t wait until it is too late. we’ll help you make sure your retirement years are nothing but smooth sailing ahead.
Insight Folios is our solution for asset management strategies that are not only simple to understand, but effective.
They empower clients with an industry clarifying Simplicitree financial planning software, that is simple to use but delivers guidance and sophisticated financial advice.
Providing the highest fiduciary care
Don’t take our word for it.
Financial solutions you can always depend on.
If you’re looking for a cost-effective solution to managing your finances or feel like it’s time you obtained an accurate picture of your financials so that you can make informed decisions about your financial future, we can help.
Our clients experience
the highest level
of financial service.
We’ve had the privilege to work with amazing clients and organizations.
Here are some of their reviews on our services.
Todd and Sheila are AWESOME. I trust them totally and will always keep my business with them. They are my friends and always welcome me in the office.
John C.
Phoenix, Arizona
I have worked with them for over 10 years, they are very knowledgeable and professional. Not only are they my advisor, but they are also great friends.
Steven S.
Investor
Phoenix, Arizona
Long time relationship with advisor. Good Conservative investing.
Art V.
Phoenix, Arizona
Great service!! I highly recommend them for your estate and retirement planning.
Michael C.
Arizona
I have worked with Sheila Madrigal for the last 10yrs. Sheila has always been very sufficient, very professional, and ethical. Sheila is very trustworthy and I will always go to her if I ever need anything!
Priscilla M.
Arizona
I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanor… Read More
Cynthia S.
Arizona
I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible.
Cynthia S.
Arizona
It’s been an absolute pleasure working with Todd Elliott and the team and Kaizen Wealth Management Group. They are quick to respond to questions and have helped me gain a new confidence in my retirement planning. I very much recommend them!
Kyle B.
Elite Online Marketing
Minneapolis, MN
Todd Elliott is one of those financial advisors that consistently goes above and beyond for his clients. Working with him over the last few years has been a great experience. If you’re in the Phoenix Arizona area I highly recommend you take the time to meet with Todd and learn more about his retirement planning and wealth management services.
Paul D.
Insight Folios
Charlotte, NC
Resources to guide you on your journey.
The Three Biggest Investing Mistakes
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Understanding the Difference Between Term and Whole Life Insurance
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What’s a Retirement Evaluation and Why Do You Need One
A retirement evaluation is a very important step in the retirement planning process. It helps you understand your current financial situation and assists you in developing a plan to have…
Should I Continue Investing in My 401k?
As a Recession Looms Many Question Their Retirement Decisions 72% of Economists Predict a Recession Next Year — If We’re Not Already in One. If you’re like most people, you…
The Impact of Taxes on Your Estate
When most people think of the word “estate,” they think of a large house on acres of land. However, the legal definition of an estate is much more complicated than…
Investing 101: Learning Investment Basics
Understanding the basics of investing, stocks and bonds before getting started Many investors choose to let financial professionals manage their money in exchange-traded funds and mutual funds. However, some people…
Do You Have a Retirement Plan?
Understanding the retirement planning process and how to succeed at it For many of us, the word “retirement” conjures up images of a leisurely life spent golfing, gardening, and traveling. But…
Crypto vs. Stocks: Which is Better?
From how they work to how to invest: crypto and stocks When it comes to investing, there are a lot of options out there. You can invest in stocks, bonds, real…
What is Estate Planning?
Understanding estate planning and how to create an estate plan that works for you Estate planning is the process of organizing your financial affairs so your assets can be distributed…
What is Tax-Free Income
Understanding the different types of tax-free income that can help you meet retirement goals For many people, the thought of retirement conjures up images of long days spent relaxing on the…