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Independent by Design to Redefine Wealth Management

At Kitashima Wealth Advisors (KWA) we believe in the old adage, money doesn't truly bring happiness. 

To us “Wealth” is always to be interpreted by the individual and every client that walks through our doors has the right & capability of being “wealthy” or having a state of abundance that is not limited and tied solely to your net worth like many other financial advisors believe.
 
In our view, it is no coincidence that we have maintained relationships with some of our clients for over 30 years all the way from when they were first starting to save, up to and through retirement and all the way to the finish line.

Every client of ours is treated with the same respect that we’d want ourselves. We have no distinction or segregation of how much money you have rather the only thing that we ask of a potential new client is that they exude the qualities that have helped us lead clients to success and that is being communicative about goals, open to new ideas, exudes accountability, consistency and is a team player. If you fit these qualities then please get in contact with us so we can get working on your personal definition of wealth and financial prosperity.

Helpful Content

How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

 

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

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Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Exit Strategies of the Rich and Famous

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

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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