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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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Timing Your Retirement What You Need to Know About Social Security Retirement Plan Detectives Leaving Your Lasting Legacy

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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Five Most Overlooked Tax Deductions

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Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

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Is a SEP-IRA Right for Your Business?

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5 Key Financial Steps for Women Business Owners of Color

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Long-Term-Care Needs

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

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

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

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.

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There are some smart strategies that may help you pursue your investment objectives

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Even low inflation rates can pose a threat to investment returns.

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Have you found yourself suddenly single? Here are 3 steps to take right now.

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In life it often happens that the answers to our most pressing questions are right in our own backyards.

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