Transitional Wealth Planning
Defining purpose for the next chapter in life
Rozell Wealth Management specializes in helping clients who are going through a financial transition such as retirement, divorce, death of a spouse or selling a business. We understand the unique combination of stress, difficulty and disruption that critical changes bring. We are here to help you understand your options, diffuse stress and to empower you to make proactive financial choices.
In support of such major life changes, we provide the following services:
- Situational analysis as it relates to your financial transition
- Financial planning and/or recommendations as it relates to your situation goals and objectives
- Additional financial planning as needed
- Account restructuring
- Tax planning
- Portfolio management planning
I’ve known Rylan for a long time. He is one of the brightest people I have ever met. He will take great care of you
I’ve worked with Rozell Wealth across a number of deals of the years. Mr. Rozell’s knowledge and experience is as deep as it is wide. He’s been able to help me with ROTH’s, 401K’s, and financial planning. His greatest asset is his understanding the in’s and out’s of business and real estate and how those play into my financial picture. He’s been able to help me navigate complex situations only a true professional can do. I highly recommend.
Rylan and his team are very knowledgeable and efficient. Any time I have any questions or need something, someone always responds to my needs quickly. I have complete faith and trust in Rylan with my money and investments. He is always making sure we are on the same page and that my money is working for me the best way possible.