Rozanne Barone is known for her unique problem solving abilities. She is your “go to” person to help you define, set and achieve your life’s financial objectives.
For over 30 years, Rozanne has assisted individuals, companies and organizations to achieve their financial plans within the parameters they set. An entrepreneur herself, with several different successful companies under her belt, she understands and empathizes with business owners and individuals who juggle multiple tasks, such as caring for aged parents or putting children through college while at the same time trying to secure their future.
She specializes in identifying solutions to the main retirement issues faced by all of her clients. Providing answers to the most asked questions - Will I have sufficient income to maintain my lifestyle? How will my medical expenses impact my retirement? Where does Social Security fit into my plan? Will I outlive my savings? Do I have “enough”? - alleviates the fear of the unknown. Once solutions are found to these and other important issues, her clients can relax knowing they’re on track to a successful retirement.
After graduating from the prestigious Georgetown University School of Foreign Service with a major in International Finance, she entered the financial services field, obtaining her Chartered Life Underwriter and Chartered Financial Consultant degrees. After many successful years in business consulting, Rozanne continues to help identify the financial obstacles to successful realization of her client’s goals and develop comprehensive plans to achieve those ends.
A native of the Northeast, Rozanne now lives in Houston with her two fur children. She enjoys reading, experiencing new cultures and spending time with close friends.
Rozanne is also a well-known speaker, published author and entrepreneur in the Houston, Texas area.