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3433 American River Drive
Ste. B
Sacramento, CA 95864

Phone: (916) 273-7676
Fax: (916) 273-9209

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Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance Finding the Balance

All financial planners are not created equal. At Kajiwara Wealth Advisors, we have the advantage of two perspectives – as a CPA/PFS and a CFP. A Personal Financial Specialist (PFS) is more than a financial planner – they are a CPA with the combination of tax experience and comprehensive knowledge of financial planning. CPAs have long been considered the standard for financial knowledge, objectivity, and integrity.

As a Certified Financial Planner, or CFP®, this background, along with over 33 years of experience, provides you the expertise in all areas of personal financial planning – including estate, retirement, investments, and insurance.

Knowledge With an Advantage. KWA.

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Roth 401(k) vs. Traditional 401(k)

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Historical Inflation

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What You Should Do About Insurance Following a Divorce

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To Catch a Thief

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Rule of 72

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Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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