Navigate life’s financial transitions through strategic planning with a trusted financial advisor.

Plan for What’s Next

Step into your financial future with confidence

As a Financial Advisor at The Ameriflex Group provides comprehensive financial planning for all aspects and stages of life, with a particular emphasis on assisting you through a major life transition such as a retirement, divorce, death of a spouse, or selling of a business in in California or Montana.

Our goal is to exceed your expectations. We provide you with a superior and personable customer service predicated upon investment and financial advice that is independent, objective, and multi-dimensional.

Wealth Management Made Simple

Whether you are thinking of the present or the future, we will help you prepare for it

Comprehensive Financial Planning

The Ameriflex Group is your go-to financial planner with resources to help you organize, centralize and optimize your financial life.

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Investment Management

At The Ameriflex Group, we begin our process with setting investment goals and objectives working closely with you to carefully evaluate each step in conjunction with your own transitional and life circumstances.

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Transitional Wealth Planning

The Ameriflex Group specializes in helping clients who are going through a financial transition such as a retirement, divorce, death of a spouse, or selling of a business.

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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.

Ready to transition your financial life with purpose?

Email: [email protected]

Phone: (661) 347-1211

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Navigate life’s financial transitions through strategic planning with a trusted financial advisor.

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