01. Services

Our holistic process supports your financial well-being through custom plans based on your needs. As an independent firm, we focus on building lasting relationships rooted in trust and confidence.

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02. Resources

Curated resources designed specifically with your financial empowerment in mind. Here you can browse our worksheets and fillable documents, as well as discover the hand-written RoZel Blog.

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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 upcoming webinars, open forums, and events by RoZel Financial.

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Our Mission

Empowering you with the knowledge, skills, and solutions to work towards your financial goals.

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

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Blogs

Marlene Badai |
Categories
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.
Worried about investing when markets are at all-time highs? You’re not alone—but history suggests hesitation might cost more than it saves. This article breaks down the myth of market timing, shares data on past market highs, and explains why staying invested may be the smarter long-term strategy. Read more to learn why “time in the market” beats “timing the market.”
Technology has changed nearly everything about the way we live, work, and connect, including how scammers operate. Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable, and the emotional pressure far more calculated. Why the shift? Two letters: AI. Artificial intelligence has significantly enhanced scammers' capabilities. Now they can use AI to copy voices with...