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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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Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your Retirement

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.

Helpful Content

Red Flags for Tax Auditors

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Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

 

When Should You Take Social Security

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A Penny Saved is Two Pennies Earned

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Here are five facts about Social Security that are important to keep in mind.

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Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Taxable vs. Tax-Deferred Savings

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Long-Term-Care Protection Strategies

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Principles of Preserving Wealth

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

Managing Your Lifestyle

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

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Questions to Consider When Buying a Vacation Home

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To Buy or Not to Buy

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