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  • Financial Planning Services
  • Retirement Planning
  • Investment Advice
Kaizen Family Financial Consultants, LLC profile image
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Kaizen Family Financial Consultants, LLC

Martelli's journey began in Haiti, where, from a young age, he displayed an unparalleled entrepreneurial spirit. Whether cultivating fruits and vegetables at age 9 or opening a community movie theatre at age 13, Martelli was driven to make a positive impact. This mission followed him to the U.S., where he faced his most significant challenge yet—the untimely loss of his father. This personal tragedy and the financial burdens that ensued deepened Martelli's resolve. Like many families, Martelli's experienced firsthand the harsh reality of being unprepared for life's unexpected turns. The financial distress and emotional toll were immense but not unique. Recognizing this widespread issue, Martelli and his wife, Rachel Adeka, founded Kaizen Family Financial Consultants. Their vision? To transform fear and uncertainty into empowerment and assurance through informed financial planning. Kaizen Family Financial Consultants isn't just about planning; it's about changing lives. We offer more than services; we provide solutions. Our extensive expertise includes comprehensive life insurance planning, retirement strategies, and business financial optimization. We're committed to educating, guiding, and supporting our clients every step of the way, ensuring that each plan is as unique as the lives it protects. Our mission? To equip you with a financial plan that offers peace of mind and security, empowering you to face life's challenges confidently. Join us, and let's build a future that's not only secure but also prosperous.

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What do you love most about your job?

From a young age, Martelli has always had an entrepreneurial mindset, driven to create businesses that positively change people's lives. Growing up in Haiti, Martelli started his first venture at 9, cultivating fruits and vegetables to help feed his family and other families nearby. At 13, he opened a small movie theatre to provide access to entertainment for the immediate community, as the nearest one was too far away. I love to improve the quality of life for myself, my family and the community that I serve.

What inspired you to start your own business?

Martelli migrated to the U.S. in 2008 to join his father, who was already living here. Their relationship thrived until his father's sudden passing in 2016 brought financial hardships. Without any financial or life insurance plans, the burden fell heavily on the family. Witnessing the similar struggles faced by many others, Martelli and his wife, Rachel Adeka, took the initiative to establish Kaizen Family Financial Consultants. Our mission is to educate and empower individuals to make informed financial decisions for themselves, their families, businesses, and employees.

Why should our clients choose you?

I am committed to helping you, focusing on assisting you rather than simply completing a transaction. My main goal is to improve the quality of your life in any way possible. Building a solid relationship with my clients is of utmost importance to me.

Can you provide your services online or remotely? If so, please add details.

Experience our hybrid approach to communication - virtual convenience combined with in-person interaction. Connect with our team seamlessly through online platforms and phone calls while also having the opportunity to meet us face-to-face.

What changes have you made to keep your customers safe from Covid-19?

Ensuring the safety of our agents and clients is our utmost priority, and we adhere to all protocols accordingly.

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Reviews

4.84/5.00

based on 101,123 reviews

Sam Heitzer is professional and is truly working with us on our Alaska guide service as we kick off the 2024 Hunting and Fishing season.

15 May 2024

Great meeting experience. Very straight forward and helpful

15 May 2024

Kiea is so awesome! I HIGHLY recommend anyone who’s looking to maximize their tax returns to go to her. She helped me get the biggest tax refund I’ve ever gotten and she was very professional. Great job and see you next tax year!

13 Apr 2024

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