01. Services

Our holistic process supports your financial well-being through custom plans based on your needs. As an independent firm, we focus on building lasting relationships rooted in trust and confidence.

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02. Resources

Curated resources designed specifically with your financial empowerment in mind. Here you can browse our worksheets and fillable documents, as well as discover the hand-written RoZel Blog.

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03. Events

Knowledge is power. We implore you to stay curious, build your skills, 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, skills, 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

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The New Face of Fraud: How AI Is Changing the Scam Game

Marlene Badai |
Categories
Technology
Technology has changed nearly everything about the way we live, work, and connect, including how scammers operate. Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable, and the emotional pressure far more calculated. Why the shift? Two letters: AI. Artificial intelligence has significantly enhanced scammers' capabilities. Now they can use AI to copy voices with...

The Impact of Elections on the Markets and Tax Policy

Marlene Badai |
Categories
Investments
Finance
We're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what happens on November 5 impact my finances?” As financial professionals, we’ve done some homework and come to the following conclusion: you may care passionately about who wins, but does your investment portfolio?