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      Todd Elliott - Financial Advisor

      Todd Elliott - Financial Advisor
      About the Author

      As the founder of Kaizen Wealth Management Group, Todd Elliott has been helping people build more secure financial futures for almost two decades. Through his unique client programs, industry experience and constant drive to create tailored financial strategies, Todd has shown thousands of people how to protect and preserve their assets, increase their retirement income and reduce their taxes.

      Todd’s understanding of retirees and their needs has been enhanced through the years by getting to know each individual client and what is important to them. Todd’s business and personal life reflect his core belief that success comes from the five F’s: faith, family, finances, fitness and fun.

      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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      Why Do Financial Advisors Assume Rates of Return?

      What you Need to Know & How A Rate of Return Works Whether a casual investor or a more experienced stock market day trader, when anyone begins evaluating the performance…

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      How to Pick the Right Financial Advisor for You: A Comprehensive Guide

      When it comes to your finances, you want to be sure that you are making the best decisions for your future. This means that you need to find the right…

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      Insurance Options for Retirees

      Have you sufficiently planned for insurance during retirement? When considering retirement, many people tend to focus on savings, investments and other financial vehicles that will provide a living wage in…

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      How Retirement Planning Has Been Affected by COVID-19

      The outbreak of COVID-19 sent shock waves through the world economy, and retirement planning was one of the areas most affected. The pandemic led to widespread job losses and reductions…

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