Kaizen Client Vault
← Back to "Our Team" page

Meet 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. Mr. Mroczka focuses his practice area on comprehensive estate planning, probate administration and probate avoidance techniques. Throughout his career, he has helped over 5,000 Michigan families develop and implement a comprehensive estate plan that addresses their individual needs, not only at their death, but also in the event of their physical or mental incapacity.

Mr. Mroczka attributes his success to two factors, the first of which is narrowing the scope of his practice to concentrate on one area of law. Second and foremost is his ability to undersand clearly, the hurdles that most families face when developing their estate plan.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@synergygroupinc.com or call us at 412-673-7760 today!

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.

Have Questions for our team?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Get instant access to our

Retirement Planning Kit

Just enter your name and email address to download instantly!

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. Kaizen Wealth Management, LLC and Kaizen Financial Group, LLC are affiliated companies; however, are not affiliated with any other firms or agencies who offer financial or insurance services under a Kaizen Financial or similar name.

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.