Kaizen Financial Advisors, LLC

Why Us? Know that your portfolio—and your future—is in good hands Expertise Specializing in investment planning, financial planning, and risk management, we’ve got your bases covered. Find out how our expertise can improve your financial life. Our Philosophy Kaizen means “improvement” or “change for the better.” It refers to a philosophy or practice that focuses upon continuous improvement of processes, a concept that has been applied in fields as diverse as healthcare, life-coaching, and finance. Relationships Our relationship with you is like a road trip. First, we discover your destination: What are your goals? What do you hope to achieve with your wealth? Our Services We provide sound wealth management by offering investment planning, financial planning, and risk management services to answer your big questions. Investment Planning We take a long-term view to investing, employing diversification to balance risk and matching your risk tolerance with an appropriate portfolio. Financial Planning Life is more than stocks and bonds. We advise you on everyday financial decisions as well as those once-in-a-lifetime choices. Risk Management We help you mitigate a variety of risks by matching you with the right type of insurance and coverage to protect your hard-earned assets. Retirement Planning At Kaizen, you’ll have the peace of mind that comes from having professional retirement planning expertise on your side. Estate Planning We help with implementing a proper estate plan, which protects you and your loved ones safe from unnecessary costs and difficulties at an already difficult time. Charitable Giving When it’s time to give back, we will help you decide the most efficient way to contribute based on your investment situation.

Address: 4030 Lake Washington Blvd NE, Suite 308, Kirkland, WA 98033 USA

Phone: +1 425 321 5800
FAX: +1 425 321 5800