At the end of last year, Congress passed new rules concerning many strategies regarding your savings. The SECURE Act 2.0 is now law. What does this mean for you and your current or potential savings?
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.
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.
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.