Kaizen Wealth Management Group

Kaizen Wealth Management Group Kaizen (kai·zn) is a Japanese term meaning “Change for the Better” or “Continuous Improvement”.

Our wealth management team believes in continuous improvement in all things related to your financial freedom and retirement solution.

As individuals start thinking about what they'll need to file taxes, it's important to understand what changes you might...
01/25/2023

As individuals start thinking about what they'll need to file taxes, it's important to understand what changes you might see this year in forms like the 1099.

If you're an independent contractor filling out a form 1099, set yourself up for success and make sure you're filing the right things.



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It's year of the rabbit!Wishing all of our clients and followers who celebrate, a very Happy Lunar New Year!            ...
01/22/2023

It's year of the rabbit!

Wishing all of our clients and followers who celebrate, a very Happy Lunar New Year!


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Today we remember Dr. Martin Luther King Jr., and all of the contributions and achievements he made during his lifetime....
01/16/2023

Today we remember Dr. Martin Luther King Jr., and all of the contributions and achievements he made during his lifetime.



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Investing for the rest of your life can be tricky. So can setting yourself up for long-term financial security.  In this...
01/04/2023

Investing for the rest of your life can be tricky.

So can setting yourself up for long-term financial security.

In this blog, we offer helpful investment advice by discussing 3 of the most common investing mistakes investors make and how to avoid them.



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Wishing everyone a happy and healthy 2023. Happy New Year from all of us on the Kaizen Wealth team. #2023  https://bit.l...
01/01/2023

Wishing everyone a happy and healthy 2023.

Happy New Year from all of us on the Kaizen Wealth team.

#2023

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Insurance can play an important role in the overall health of your financial plan. While life insurance policies are one...
12/28/2022

Insurance can play an important role in the overall health of your financial plan.

While life insurance policies are one of the most popular forms of insurance available, there are two main types financial advisors may recommend to add to your retirement plan: term and whole life.

Learn about the advantages and disadvantages of each in our latest blog before adding one to your portfolio.



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Are you looking to start investing or maybe you've been investing on your own and wondering when you should seek help?Ha...
12/21/2022

Are you looking to start investing or maybe you've been investing on your own and wondering when you should seek help?

Having a basic understanding of investing and what a financial advisor does can make the difference between being a successful investor and failing.



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From our family to yours, wishing you a warm holiday season. Happy Holidays - from the Kaizen Wealth team. https://bit.l...
12/19/2022

From our family to yours, wishing you a warm holiday season.

Happy Holidays - from the Kaizen Wealth team.

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Are you looking for a way to get your retirement plan back on track?Or maybe, you just want to ensure your retirement pl...
12/14/2022

Are you looking for a way to get your retirement plan back on track?

Or maybe, you just want to ensure your retirement plans are up to date and will get you and your family where you want to go long after you retire.

Having a retirement evaluation performed can help not only put your mind at ease but also ensure your funds are set up to last.



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Recession. Economic uncertainty. Economic downturn.Are these phrases that have you spooked? Have you been wondering, sho...
11/30/2022

Recession. Economic uncertainty. Economic downturn.

Are these phrases that have you spooked? Have you been wondering, should I continue investing in my 401k?

Here at Kaizen Wealth, we want you to put your best financial foot forward. Before you make any decisions about your 401k investment strategy, take a moment and read this article.



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Good food + better company = the perfect recipe for a day of thanks.🦃 Happy Thanksgiving!🦃- Kaizen Wealth - https://bit....
11/24/2022

Good food + better company = the perfect recipe for a day of thanks.

🦃 Happy Thanksgiving!🦃

- Kaizen Wealth -

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During estate planning, it's important to understand just how taxes can impact your estate after you're gone. That's why...
11/23/2022

During estate planning, it's important to understand just how taxes can impact your estate after you're gone.

That's why we are sharing our 3 ways to help you minimize the impact of taxes and ensure a smooth transition for your loved ones.



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Address

18001 North 79th Avenue Suite A15
Glendale, AZ
85308

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16233343700

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