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      Kaizen Wealth Management Group

      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.

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

      A Strategy for Tragedy

      Consider for a moment the income that you earn.


      This salary provides basic necessities, as well as the lifestyle that you and your family have become accustomed to.

      Now imagine the detrimental impact if your earning power was suddenly taken away by an accident or untimely passing. In addition to dealing with the pain of this loss, crucial financial commitments such as your family’s mortgage and healthcare costs would be nearly impossible to manage.

      With this in mind, we at Kaizen Wealth Management Group are experienced at creating well-designed protection strategies which, the event of an unforeseen tragedy, are structured to shield your family and preserve what you’ve worked so hard to build.

      Maintain your principle assets while generating income

      Tax-Free Income.


      As we grow professionally and move towards retirement age, we naturally seek to maximize the value of our assets.

      In keeping with these efforts, tax strategies are required to minimize their impact on the size of our next egg. With that said, one of the lesser-known benefits of life insurance is that certain types of policies allow for tax-free income distributions.

      This is just one of the many ways our experienced team at Kaizen Wealth Management Group will utilize their vast expertise to help you make the most of your earning potential.

      Insurance & Tax Solutions

      Choosing the best solution based on your situation

      A Multitude of Options.


      Not all insurance policies are created equal. While each has their benefits, there are several important features to consider.
      Kaizen Wealth Management Group will take the time to ensure you have a thorough understanding of the various policies so you can make well-informed and confident decisions.
      Preparing for the future today

      Pick up Your Shield of Financial Protection.


      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.

      While an uncomfortable subject to consider, we owe it to ourselves and to our family to ensure that the pain of dealing with a tragic disability or an untimely passing isn’t exacerbated by agonizing financial difficulty.

      Our competent and compassionate team at Kaizen Wealth Management Group will help create a specially tailored solution that will allow you to sleep easier at night, knowing that those you love the most are sufficiently protected.

      Don’t wait any longer, pick up your shield and protect your family by contacting us today.

      Connect with us today to schedule a review of your current financial plan.

      Kaizen Wealth Management Group

      Explore Our Additional Financial Planning Services


      Affordable, experienced, and friendly, you can count on us for all of your financial planning needs.  View our additional services below or contact us to find out how we can help. You’ll be glad you did!

      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.
      We’ll send you an email with your download link.







          Kaizen Wealth Management Group

          Our Monthly Resource Newsletter.

          At Kaizen Wealth Management Group we believe in educating our clients to make smart financial decisions on their own.

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