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.
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.
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.
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.
ESG Investing can empower you to explore opportunities that may resonate with you by aligning your personal values with your investments. In ESG 101, we take a look at what ESG means, common ESG factors, rankings, and what that means for you.
In today’s financial climate, our views shape how we think about money and plan for our futures. Explore the opportunity to gain insight from different people and generations in your life. We’re happy to share our perspectives with you here within RoZel Financial.
In our first piece, The Basics of Legacy Planning, we learned about the people and elements needed to implement a successful plan. Now, let’s take a look into the relationships of legacy planning and how we can cultivate a deeper understanding.