Kaizen Retirement Plan Advisors is a fee – only investment advisory firm. This model eliminates conflicts of interest. A Fee-Only financial advisor only charges for his or her advice and/or ongoing management. No other financial reward is provided by any other institution, which means we do not receive commissions on the actions we take on the clients’ behalf. Compensation is based on a percentage of assets managed. In essence, Fee-Only financial advisors sell only one thing – their knowledge.
Why use a fee-only advisory firm? Choosing an advisor is a business decision that may come with some uncertainty. What we offer is investment advice and plan management, but what our clients really buy is the confidence and peace of mind that comes from working with experienced independent advisors they trust. As Fee-Only Advisor, we can be objective in the advice we offer since we do not sell or receive any compensation for recommending specific investments or insurance. Our success depends entirely on the quality of our advice and the satisfaction of our clients.