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      Kaizen Wealth Management Group

      Financial Planning Services.

      Providing a complete circle of care for your financial and retirement planning needs.

      We would love to meet with you to understand your unique retirement goals.

      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. 

      Resources to guide you on your journey.

      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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      Planning for Retirement During Uncertain Times

      5 Key Tricks to Retirement Planning During Uncertain Times It’s no secret that retirement planning can be difficult. Add to that a volatile stock market or inflation and suddenly you’re…

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      Inflation and Long-Term Care: How it Impacts Financial Planning

      Inflation is a force to be reckoned with when it comes to financial planning. It can impact everything from the cost of goods and services to the amount of money…

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      How to Manage Wealth Effectively

      How are you supposed to manage wealth effectively when the economy is doing one thing, while your monthly income does another? There are many different aspects to the financial well-being…

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      How to Account for Inflation During Retirement Planning

      When planning for retirement, it is important to take inflation into account. Not only can inflation have a major impact on how much money you need in order to retire…

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      Bull vs. Bear Stock Market: What’s the Difference?

      When it comes to the stock market, there are two distinct camps: bear markets and bull markets. But what exactly is the difference between the two, and how can you…

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      What is An Annuity?

      A common question to a traditionally older retirement investment.    What is an annuity? Why are annuities popular again? Two popular google searches that come up relatively quickly. But while…

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      A Comprehensive Financial Guide by Todd Elliot

      Retirement Done Right.

      Does your plan for retirement involve a “magic number,” or amassing a pile of cash, dragon like, that you hope will last the rest of your life?

      While many Americans are not planning ahead for retirement at all, a significant number of those who are, have plans that only amount to stockpiling money. But what happens if there’s a recession? Or what if you or a loved one need long-term health services? How will you handle the possible effects of inflation over time?

      In this handy guide for those nearing or in retirement, longtime financial advisor Todd Elliott tackles the significant elements of a financial plan and how to address each.

      With true-to-life stories and relatable metaphors, Todd shows what it looks like to plan for a Retirement Done Right!

      A Comprehensive Financial Guide by Todd Elliot

      Retirement Done Right.


      Complete the form below for your free copy of Retirement Done Right.
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          Kaizen Wealth Management Group

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