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      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.

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      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.

      View Our Financial Planning Services

      Insight Folios

      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.

      Learn More About InsightFolios

      Providing the highest fiduciary care

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      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.

      Retirement Planning

      Every important journey begins with a solid plan and every goal met requires continual improvement.

      Wealth Management

      Our wealth management services are built several steps above the traditional financial planning model.

      Insurance & Tax Solutions

      None of us know what the future holds, but we can take steps to mitigate the potential fallout from the everyday risks that we face.

      Estate & Future Planning

      Planning for the future can be complicated, entrust your future with those who have your best interests at heart. 

      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.

      Read More Client Reviews

      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 Bahr

      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 Durso

      Insight Folios
      Charlotte, NC

      Resources to guide you on your journey.

      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…

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      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…

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      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…

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      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…

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      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…

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      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…

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      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…

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      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…

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      Building Your Wealth in Your 30s and 40s

      Our 4 Ways to Help You Build Wealth Are you in your 30s or 40s and looking to build your wealth? Feel like you’re getting a bit of a late…

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      Saving vs. Investing: Which is Better?

      Understanding what method works best for you and the benefits of using a financial advisor When it comes to financial planning, there are a lot of different strategies that people…

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      Retirement: Have you Been Investing Enough?

      Are you retirement ready? Have you been investing enough in your retirement? If the answer to either of these is no, don’t worry – it’s never too late to start…

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      Save on Taxes During Retirement

      Consider These 5 Ways to Reduce Taxes As A Retiree As anyone who’s reached retirement age can tell you, taxes don’t go away just because you’re no longer working. In…

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