Roszell Financial Services / John Roszell
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
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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HOT TOPIC: Tariffs: How They Work and Potential Economic Effects
During the first two weeks of February, President Trump authorized two major tariff actions, with more likely to come. This Special Report explains tariffs and how they might affect the U.S. economy.
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ETFs Are Closing the Gap with Mutual Funds
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
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Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.