Kaizen Financial Advisors, LLC

Kaizen Financial Advisors, LLC is a financial services startup founded in 2010, with a mission to help clients achieve their financial goals through a range of services, including college planning, retirement income planning, estate planning, concentrated stock strategies, and risk management. Emphasizing continuous improvement, the company name reflects its philosophy of taking small steps to achieve real results for its clients. Operating as a fee-based independent registered investment advisor, Kaizen charges for its services based on a percentage of assets under management or a fixed fee, aiming for transparency and objectivity. The company offers a client-focused approach, empowering its associates to help clients achieve their goals. Kaizen's service quality surpasses that of traditional brokers, and it custodies its assets with Charles Schwab, a Fortune 500 company. With a focus on competitive advantage through well-managed and dynamic processes, Kaizen stands out for its commitment to helping clients navigate life changes with confidence in their financial situation.