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Comprehensive Financial Planning

Turning dreams into goals and goals into plans

Rozell Wealth Management is your go-to financial resources to help organize, centralize and optimize your financial life. We are here to help you:

  • Maximize your wealth by minimizing volatility, create a consistent income, invest according to your risk tolerance
  • Minimize expenses through reducing insurance costs, taxes, and unnecessary fees
  • Gain a sense of financial freedom by defining a bucket list and roadmap for completion


We will take the time to identify your goals and situation and assess your full current financial picture, reviewing how we can help align all the pieces to work together optimally for you. This includes special consideration of tax reduction, legacy planning and income planning to help develop a financial plan that truly fits your growth and protection needs from a holistic perspective. Our comprehensive financial planning services may include, but are not limited to:   

  • Financial situation and projections
  • Retirement planning
  • Income planning
  • Insurance review
  • Investment review and rebalance
  • 529 goal-based plans
  • Tax efficiency maximization
  • Estate plan review

 

Now to Next

For all the above services, we will provide you with online portal access for fast, easy account aggregation as well as a written and digital financial plan clearly outlining next steps toward reaching your goals. 

Learn more about our Now to Next process