Why Kaizen Retirement Plan Advisors?
Kaizen Retirement Plan Advisors is a Fee-Only Registered Investment Advisory Firm which means we work exclusively for you – not for a company that sells proprietary product such as mutual funds, insurance or other financial or packaged product. Our fee is disclosed on the advisory contract and we do not “sell” any products or receive any commissions. We are fully independent in making our recommendations to you and your employees. In essence, Fee-Only financial advisors sell only one thing – their knowledge. We accept full fiduciary status under ERISA Section 3(21) and 3(38) as advisor to your plan. This means that we sit on the same side of the table as you do when it comes to fiduciary responsibility and liability.