Skip to main content
Kaizen Wealth Planning logo
menu
  • About
  • Services
  • Blog
  • Logins
  • Contact

Blog

Digital art of a lawyer standing next to a large document and gavel.
David Bayarena | Jul 3, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
Read More
Close-up image of an elderly hand being held by a younger-looking hand
David Bayarena | Jul 3, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

Read More
Watercolor style picture of 5 carrots sprouting from the ground.
David Bayarena | Mar 25, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
Read More

Get In Touch

Ready to take the next step? Whether you have questions, need expert advice, or are ready to get started, we’re here to help! Reach out to us today!

Book a meeting

Kaizen Wealth and Tax Planning

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Kaizen Wealth and Tax Planning is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Kaizen Wealth and Tax Planning and Kestra IS are not affiliated. Investor Disclosures

Check Us on BrokerCheck – a free tool to research the background and experience of financial brokers, advisers and firms.

Contact

P | 361-412-4225
E | David@KWealthPlan.com

   

Location

101 W. Goodwin Ave
Suite 101
Victoria, TX 77901

BrokerCheck

© 2025 Kaizen Wealth and Tax Planning All rights reserved.