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.
As an independent advisor, I often find that the real question isn’t whether or not you are insured; it is whether you possess a life insurance policy versus having a real and genuine plan for your family’s life insurance needs.
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.
All of the various forms of life insurance – whole life, term life, variable life, universal life and the dozens of variations of each – can be distilled down to just two types: Term and Permanent. Very often I have seen Term used for mortgage protection, college cost replacement, and short term income replacement in the event of an untimely passing. This strategy allows for the fulfillment of the dreams you shared with your loved ones, at least from a financial standpoint.