Our Services

Comprehensive Financial Planning

Turning dreams into goals and goals into plans

The Ameriflex Group is your go-to Bakersfield financial planner resources to help organize, centralize and optimize your financial life. We are here to help you:

  • Maximize your wealth by minimizing volatility, create a consistent income, invest according to your risk tolerance
  • Minimize expenses through reducing insurance costs, taxes, and unnecessary fees
  • Gain a sense of financial freedom by defining a bucket list and roadmap for completion

We will take the time to identify your goals and situation and assess your full current financial picture, reviewing how we can help align all the pieces to work together optimally for you. This includes special consideration of tax reduction, legacy planning and income planning to help develop a financial plan that truly fits your growth and protection needs from a holistic perspective. Our comprehensive financial planning services may include, but are not limited to:

  • Financial situation and projections
  • Retirement planning
  • Income planning
  • Insurance review
  • Investment review and rebalance
  • 529 goal-based plans
  • Tax efficiency maximization
  • Estate plan review
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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.