Kaizen Client Vault

Our Firm

Here’s our story. We look forward to hearing yours.

Kaizen Financial Group

We’re committed to helping you meet your financial planning needs while simplifying the often complex aspects of wealth accumulation, preservation and income strategies with a high degree of integrity. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy.

The team at Kaizen Financial Group is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.

 

 

Albert Lalonde

Albert is a 1995 graduate from Montana State University with two Bachelor of Arts Degrees.
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Angela Edmonds

Angela Edmonds brings 15 years of office operations and customer relations experience to Kaizen Financial Group.
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Renee Russo

Renee joined Kaizen Financial Group in 2013. She received her Associates Degree in General Studies from Macomb Community College.
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Juli Graser

After graduating from college in Burlington VT, Juli Graser chose to settle in Michigan and has been a Controller for most of her career and recently decided to semi-retire remaining a self-employed accountant.
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Affiliates

David Welke

David Welke is a Certified Public Accountant licensed in Michigan and is the founder of Abacus Industries which is a comprehensive accounting and management consulting firm.
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Richard Mroczka

For over 18 years, attorney Richard S. Mroczka has been providing affordable, quality legal services to Michigan residents who primarily have small to mid-sized estates.
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Have Questions for our team?

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Privacy Policy | Terms of Use

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Investment advisory services offered through Kaizen Wealth Management, LLC a Registered Investment Advisor in the state of Michigan. Insurance products and services are offered through Kaizen Financial Group, LLC. Kaizen Wealth Management, LLC and Kaizen Financial Group, LLC are affiliated companies.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Michigan or where otherwise legally permitted.