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 Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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.
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.