With ROL Financial, protect your lifestyle, eliminate stress, and enjoy the retirement you deserve.
Worried about outliving your savings?
Confused about where to invest for secure returns?
Struggling to balance enjoying today while planning for tomorrow?
Tired of living paycheck-to-paycheck with no strategy for the future?
You've worked hard for your money, and you deserve a plan that works just as hard to protect and grow your financial future. Don't leave your retirement to chance or settle for one-size-fits-all solutions.
Forget the one-size-fits-all plans. At ROL Financial, we take the time to understand your dreams, needs, and concerns. Then, we craft a personalized investment strategy, uniquely designed to align with your life and financial goals.
Your retirement years should be filled with enjoyment, not worry. We guide you in building a retirement strategy that provides you with a consistent income, safeguards against unforeseen expenses, and ensures that you can live the lifestyle you've always wanted.
Feel like finance is a foreign language? We're here to translate. Our commitment to education means you'll always understand your investments and financial decisions. By empowering you with knowledge and insight, we help you make confident choices about your money and future.
Hi, I’m Rachel Olea-Lizarraga, and I know that your financial life isn't just about figures on a page. It's about dreams, plans, and the security of your family. That's why when you work with me at ROL Financial, you're getting more than just financial advice; you're getting a committed partner who understands your unique situation. Because to me, your financial well-being is personal.
Having been in the insurance industry since 2014, I offer:
Years of hands-on experience in the insurance industry.
A personalized approach tailored to your financial goals.
Commitment to continuous learning and staying current with industry trends.
Your peace of mind is my priority. I'm here to help you protect what matters most and ensure you're on the path to financial stability. You're not just a client to me; you're a valued partner in this financial journey. Together, we'll create a plan that's right for you.
This initial meeting is all about you. It allows us to explore your needs, understand your financial goals, and see if you qualify. I'll be here to support you, ensuring you have a clear path forward.
Transparency and control are key to a successful financial plan. With our user-friendly portal, you'll enjoy benefits like tax advantages, leverage, protection, and trustee oversight. Everything you need, all in one place, and designed with you in mind.
With a solid plan in place, you can finally breathe easy. Your retirement is planned, your money is safe, and you can focus on living life to the fullest. Enjoy the peace of mind that comes with knowing you're in capable hands.
Navigating insurance and retirement planning can feel overwhelming, but it doesn't have to be.
I understand the common concerns: the fear of hidden fees, not having enough money to invest, or simply not knowing where to start.
That's why I'm here to guide you, offering transparent, tailored solutions to fit your budget, regardless of your age or financial know-how.
With my years of experience in the insurance industry, I'll help you overcome these obstacles, building trust through clear communication, and setting you on a path to a secure, worry-free future.
FEELING BEHIND ON YOUR RETIREMENT SAVINGS? IT'S NOT TOO LATE!
Download our free guide "5 Simple Steps to Catch Up on Retirement Savings Even When Life Gets in the Way" and get back on track today.
Rachel helped me set up an annuity account using my previous retirement account. She reviewed the best plans available for me, as well as outlined the potential for future growth. Rachel is my primary resource for an financial planning for my future. She is available to answer or clarify questions that I have about my annuity status. I now have peace of mind for my future. I highly recommend her to anyone interested in their future financial security. Thank you!
My wife and I have been clients of Rachel's for several years. Her knowledge and friendliness really take the stress out of financial decision-making. I have no doubt that she has our best interest in mind, and I would recommend Rachel to anyone looking to prepare for their financial future.