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.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Take the guesswork out of your IEP or SEP with this helpful article.
For some, the social impact of investing is just as important as the return, perhaps more important.
Explore the growing influence women wield over the economy with this handy infographic.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Learn when it may not make sense to file a claim on your home insurance.
It sounds simple, but paying yourself first can really pay off.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn how to harness the power of compound interest for your investments.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
You’ve made investments your whole life. Work with us to help make the most of them.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
It's easy to let investments accumulate like old receipts in a junk drawer.