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Financial planning for life’s transitions

Helping you plan for what’s next

Rozell Wealth Management provides complete financial planning for all areas and stages of life. We are especially qualified to help with major transitions such as retirement, death of a spouse, divorce or selling of a business. Our goal is to help you maximize wealth, minimize expenses, and work toward true financial freedom—always with your best interests in mind.

Comprehensive Financial Planning

Organize all areas of your financial life based on your unique goals

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Transitional Wealth Planning

Guidance for before, during and after a notable life change

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Investment Management

Independent, objective insight backed by careful research and analysis 

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Ready to transition your financial life with purpose?

Call 661-347-1211 or complete the form below to request your Now to Next Consultation today!

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