Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.
Join us for one of our educational dinner events. Albert and Charles help guide you to O.W.N. Your Retirement through this informational event. Ask yourself if your retirement strategy can withstand the volatility and uncertainty of the financial world today. You will also learn about:
-Managing stock market volatility before and during retirement.
-How the new tax reform can boost your retirement income.
-Maximizing your social security benefits.
-Preparing for the rising costs of Long Term Care needs.
-The importance of having a financial plan and the key elements your plan should have.
Education does not stop when you retire. At Kaizen Financial we encourage you to continue learning and we help you to do that. Join us for our monthly Lunch & Wisdom classes ranging in topics from Medicare, Identity Theft, the Market to Long Term Care needs, and beyond. A lite lunch is provided at these events – registration is required.RSVP for a Lunch & Wisdom Event
Please note, you are not fully registered until you receive a confirmation call from our office.
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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.