01. Services

At Rozel Financial, you are at the heart of our services—your story, your goals, and your values. As an independent firm, we focus on building long-lasting relationships and personalized plans rooted in clarity, confidence, and care.  

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02. Resources

Curated resources created with your process and goals in mind. Browse and download useful budgets, worksheets, and documents, and enjoy the hand-written RoZel Blog for guidance and insight along the way.

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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 exciting upcoming webinars, forums, conferences, and in-person events by RoZel Financial. See you there!

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Our Mission

Here to offer steady guidance and thoughtful support as you move toward the financial goals that matter most.

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

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Blogs

The OBBB Act for Seniors

Marlene Badai |
Seniors 65 and older can now claim a new $6,000 above-the-line deduction under the OBBB Act. Learn how this limited-time benefit could lower your taxable income.

Reviewing Your Life Insurance Needs

Marlene Badai |
Categories
Life Insurance
Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also evolve, shifting from year to year and decade to decade. A good example of this is life insurance. If you have a life insurance policy that you haven't reviewed recently, it may no longer align with your current needs. That is why reviewing your life insurance periodically may be a good approach.