Utilization of cutting-edge technology resources for coordinated and efficient decision-making. Accurate and trustworthy answers to your questions, and help in asking the questions you may not think to ask. Referrals to specialized professionals including estate planning attorneys, health, and property & casualty insurance specialists and CPAs.
Kaizen Wealth Advisors, LLC ("Kaizen Wealth Advisors") is a registered investment adviser located in the State of Nebraska. Kaizen Wealth Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from state registration. Kaizen Wealth Advisors is currently registered in Nebraska.
Kaizen Wealth Advisors, LLC ("Kaizen Wealth Advisors") is a registered investment adviser located in the State of Nebraska. Kaizen Wealth Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from state registration. Kaizen Wealth Advisors is currently registered in Nebraska.
Services
Clients rely on Ken to always look out for their best interests. He serves clients by offering a comprehensive approach to wealth management. Clients can count on Ken to be their primary point of contact for their investment management, planning process and insurance solutions and to be their liaison with other resources such as CPAs and estate planning attorneys.
Kaizen Wealth Advisors offers a discretionary, fee-only approach to managing your assets. Kaizen Wealth Advisors, together with our clients, hires the best and most appropriate money managers to make the day-to-day decisions related to your accounts. Most likely, you do not have the time, expertise or the desire to watch things day in and day out to adequately hold your asset management accountable to you.
Kaizen (Ky-zen) is a Japanese term meaning, "continuous, incremental improvement." Kaizen means taking concentrated steps to grow consistently toward a worthy aspiration, increasing achievement and maintaining excellence and integrity. We seek to eliminate waste and inefficiencies both in client accounts and in firm management.
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