Roszell Financial Services / John Roszell
.jpg)
Welcome to my web site!
Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They often take unneccessary risks and fail to adequately protect their assets.
That's where I can help. My goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, I hope to establish a long and trusted relationship.
Newsletters
-
Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
-
Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
This article explains the basics of capital gains taxes when selling a home.
-
How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
-
Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.