01. Services

Our holistic process empowers us to support your financial well-being through custom plans based on your needs. As an independent and boutique firm, we focus on building lasting relationships that are rooted in trust and confidence.

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02. Resources

Hand-curated resources designed specifically with your financial empowerment in mind. Here you can browse our worksheets and fillable documents, as well as discover the RoZel Blog featuring educational and empowering pieces.

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03. Events

Knowledge is power. We implore you to stay curious, and stay in the know. Keep up to date with upcoming webinars, open forums, and events by RoZel Financial.

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Our Mission

Empowering you with the knowledge and solutions to work towards your financial goals.

We create an environment in which knowledge can grow through open and approachable conversation.

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Blogs

Behavioral Finance - A Natural Progression

Marlene Badai |
Categories
Finance
Behavioral Finance
Education
Lifestyle
To this point, we all have developed narratives, biases, and behaviors, relationships surrounding money. Yet, they can continually change and grow as often (or as little) as we do. Understanding these concepts and how they relate to your life decisions has always been woven throughout my business, and it has been primarily what I have based my business on. Now, we’re giving it a name.

Term Life or Whole Life Insurance – Which is Right for You?

Marlene Badai |
Categories
Insurance
Series
The decision to buy life insurance is one of the most important that we can make in our financial lives. It requires careful consideration of our needs, concerns and priorities. I am hear to discuss your needs and priorities with an objective and caring mind and heart. The strategies can be complex and I look forward to breaking them down in a way to fit your personal needs.