We are fiduciaries and fee-based, and our philosophy is simple: to help you achieve your goals. We work with busy professionals who are saving towards retirement goals and with those closing in on retirement. Our services include college planning, retirement income planning, estate planning, concentrated stock strategies, and risk management. With such a wide array of services, however your life changes—whether you start a family, enter into retirement, or change careers—we’ll be there with you. The word kaizen means continuous improvement, taking small steps to achieve real results. The concept of kaizen is an organizational attitude, approach, and philosophy to the way that we do business. It is our key emphasis to maintain or achieve competitive advantage through well-managed and dynamic processes. We are client-focused, we are disciplined, and we empower our associates to help you achieve your goals. As a fee-based independent registered investment advisor, Kaizen charges for our services based on a percentage of assets under management, or a fixed fee. This fee arrangement is transparent and objective, allowing us to provide advice based solely on a holistic assessment of your goals, needs, and risk tolerance. This approach to wealth management means that the financial advice, service, and communication you receive at Kaizen are far beyond what you would receive with a traditional broker. With us as your wealth manager, you go through your day confident with your financial situation. We are independent advisors and custody our assets with Charles Schwab, a Fortune 500 company.