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Financial Advisor

Financial Goals Planning:

Cash Flow and Net Worth Analysis

Investment Analysis and Recommendations

Risk Management - Insurance Analysis and Coverage

Employer Benefits Optimization

College Funding

Retirement Planning

Estate Planning Preparation

RMD (Required Minimum Distribution) Strategies

Social Security Planning

Real Estate Investment Planning

Personal Tax Planning

Roth IRA Conversion Opportunity

Back Door Roth IRA

Charitable Giving & Legacy Planning

Qualified Charitable Distribution (QCD) Strategies

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CONTACT US

Kaizen Financial Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Kaizen Financial Strategies, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Kaizen Financial Strategies, LLC unless a client service agreement is in place.

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CONTACT US

(408) 819-9010

2105 South Bascom Ave, Suite 295
Campbell, CA 95008

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