Kaizen Family Financial Consultants

Hi There! I'm Martelli Adeka, the founder of Kaizen Family Financial Consultants. My mission is to safeguard and preserve your family's legacy by providing top-notch insurance and retirement planning services. With nearly a decade of experience in the financial industry, I've gained invaluable knowledge and expertise. I combine tried-and-true wisdom with innovative strategies to help my clients achieve their desired outcomes. My philosophy is simple: prioritize my clients above all else and give them the highest level of support. By truly understanding their needs and aspirations, I can create tailored plans that empower them to reach their goals. I specialize in creating comprehensive retirement plans for business owners, including 401(K), Business Owner Policies, and group plans that benefit employees. I also offer individuals peace of mind through proper insurance planning, covering life insurance, disability income, long-term care, and individual retirement arrangements. Helping you and your loved ones safeguard your livelihood is incredibly important. I genuinely care about people and am passionate about what I do. Let's establish a meaningful business relationship if you resonate with my values and approach. Together, we can secure your financial future.

网站

https://thekaizenfinancial.com

Kaizen Family Financial Consultants的外部链接

所属行业

金融服务

规模

2-10 人

总部

Coral Springs，FL

类型

私人持股

创立

2021

领域

Retirement Planning、Business Owner Policy、Group Coverage、Disability Insurance、Life insurance、Long Term Care、Dental Insurance和Medicare Supplement