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      Kaizen Wealth Management Group

      Wealth Management.

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

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

      Effective and Trusted Wealth Management.

      You’re successful and have built a significant asset portfolio.

      However, the greater your wealth, the more cumbersome it can be to manage efficiently.

      As your trusted wealth management advisor, we will provide comprehensive financial, tax, estate, and legal assistance, all delivered with impeccable service and attention to detail.

      Wealth Management that is A Step Above

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

      In addition to offering expert financial advice, our firm will also coordinate with other entities such as accountants or legal counsel to offer a seamless and holistic approach to the care and growth of your overall estate.

      You have other matters to attend to, so rest easy knowing that our seasoned team of financial professionals are carefully managing your assets with meticulous tenacity.

      Service Rather Than Sales

      We firmly believe that a focus on service rather than sales is the best way to strengthen our business.

      As part of the team at Insight Folios, we pride ourselves on empowering our clients to actively participate in determining and executing their financial strategy.

      We’ve built our wealth management
      core values on three simple tenets:

      At the end of the day, it’s your money, and you deserve to retain ownership and be an integral part of your financial planning process.  Let us partner and assist you with avoiding the common estate planning pitfalls that plague the uninformed.

      Planning Through Education

      There are two types of investors, those that have the time and confidence to invest and those that don’t.

      Regardless of which camp you fall into, professional advice is often welcome, however not all advisors are created equal.

      When choosing a wealth manager, a level of trust must be forged, and this is best accomplished through a comprehensive understanding of your goals and how they’ll be reached.  Our consultative process is both interactive and detailed, and we encourage curiosity regarding our approach.

      To be blunt, there’s no such thing as a stupid question when it comes to how your money is being managed.

      Preservation of Principal

      The single greatest challenge when planning for retirement is ensuring that you don’t outlive your nest egg.

      As such, we employ a philosophy of principal preservation, which we achieve through careful planning and innovative strategies such as dividend income.

      This approach provides a supplemental influx of cash to offset your living expenses, simultaneously extending the longevity of your portfolio’s value and providing a cushion that can be utilized for emergencies, charitable causes, or to leave a legacy for your loved ones.

      Avoidance of Assumption

      If history has taught us anything, it’s that uncertainty is the one true certainty.

      With so much left to chance, assuming a given rate of return over the life of your portfolio is a gamble that you cannot afford.

      We employ a more focused approach that concentrates on realistic expectations that hedge against the unknown.  Utilizing our proprietary Simplicitree software, we provide a visual representation of your current portfolio, paired with your assets, to show statistical maturity scenarios reaching well into your golden years.  In this way, we offer a clear roadmap to financial security, regardless of market conditions.

      A Wealth of Experience

      Given your level of achievement, it’s natural that you remain cautious and wish to maintain control of your hard-earned wealth.

      However, when personal and professional commitments make it difficult to focus on financial goals, it’s time for a helping hand.

      Transfer the weight of your wealth management responsibilities to the capable and experienced shoulders of our trusted advisors.  Contact us today for a comprehensive consultation.  Through education, supplemental income and a detailed roadmap, we’ll ensure that you have the confidence in knowing that everything you’ve worked so hard for is eventually going to work just as hard for you.

      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.

          Whether or not your working with our firm for your financial planning or wealth management goals, we invite you to subscribe to our newsletter.

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