Kizzy Roundtree | Financial Wealth Strategist
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Kizzy Roundtree
Trusted Financial Strategist
Financial Wealth Strategist

Protect Your Income. Build Your Wealth. Create Generational Legacy.

Kizzy Roundtree

Helping families design income protection and retirement strategies so their lifestyle, home, and future remain secure.

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About Kizzy

From Empowerment to Wealth Building

A journey through beauty, real estate, and financial strategy—all united by one mission: helping you build the life you deserve

My journey to financial services is one of empowerment at every turn. Originally from Buffalo, NY, I spent over two decades building a thriving beauty salon—not just creating beautiful transformations, but fostering an environment where clients discovered their worth and embraced self-love. That foundation taught me the power of helping people see their own potential.

From there, I transitioned into real estate, becoming an advocate for first-time homebuyers and those who thought homeownership was out of reach. I broke down barriers, dispelled myths, and guided families through one of life’s most significant milestones. As a motivational speaker who has inspired audiences of over 1,000 people, I learned that true transformation happens when knowledge meets compassion.

Today, as a published author and financial strategist with Global Financial Impact, I bring all of these experiences together. Through my book, KIZZYISM: Pick Your Crown UP and Never Let It Go!, and my work in financial planning, I continue the same mission: empowering people to refuse mediocrity, demand excellence, and build the extraordinary lives they deserve.

My Journey

Beauty & Empowerment

20+ years salon owner fostering self-love and confidence

Real Estate Advocate

Champion for first-time homebuyers breaking barriers to ownership

Motivational Speaker

Inspired 1,000+ people to embrace empowerment and possibility

Financial Strategist

Protecting wealth and building legacies with compassion and expertise

KIZZYISM
Published Author

KIZZYISM

Pick Your Crown UP and Never Let It Go!

A transformative guide for anyone ready to step into their power and refuse mediocrity. Through personal stories and powerful principles, I reveal what it takes to reclaim your worth, build with purpose, and create the extraordinary life you deserve.

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Financial Solutions

Comprehensive Wealth Strategies

Sophisticated solutions designed for families who demand excellence and protect what they’ve built

01

Life Insurance

Premium coverage including term, whole, and universal life designed to protect your family’s financial future.

We offer term life for affordable temporary coverage, whole life for lifelong protection with cash value, and universal life policies that flex with your needs. Every policy is custom-matched to your income, dependents, and long-term goals—so your family never faces financial uncertainty.
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02

Indexed Universal Life

Advanced wealth accumulation with market-linked growth, tax advantages, and downside protection.

IUL policies link your cash value growth to a market index (like the S&P 500) with a floor of 0%—so you participate in market upside without risking your principal. Ideal for tax-advantaged retirement income supplementation and multi-generational wealth building.
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03

Retirement Planning

Strategic solutions including annuities and comprehensive income planning for long-term security.

From fixed and indexed annuities to Social Security optimization strategies, we design comprehensive retirement income plans that ensure you never outlive your money. We account for inflation, healthcare costs, and lifestyle goals to create a plan that truly lasts.
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04

Mortgage Protection

Specialized coverage ensuring your family keeps their home regardless of life’s circumstances.

If you or your spouse were unable to work due to illness, injury, or death, would your family keep the house? Mortgage protection insurance ensures the answer is always yes—covering your mortgage balance or payments so your family stays home, no matter what.
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05

Final Expense Planning

Thoughtful coverage that relieves loved ones of financial burden during life’s most difficult moments.

Final expense coverage provides $10,000–$25,000+ in whole life insurance specifically designed to cover funeral costs, medical bills, and end-of-life expenses—guaranteeing your loved ones aren’t left with financial burdens during their most difficult moments.
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06

Legacy & Probate Protection

Multi-generational wealth transfer strategies that keep your legacy out of probate and in your family’s hands.

Without proper planning, your estate may be forced into probate—a lengthy, costly, public process. We design trust-integrated life insurance strategies that transfer wealth directly to your heirs, bypass probate, minimize estate taxes, and preserve your legacy for generations.
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“
Whether I was helping clients discover their beauty, guiding first-time homebuyers to their dreams, or protecting family legacies—it’s always been about empowerment. Pick your crown UP and never let it go.
— Kizzy Roundtree

Throughout my career—from salon owner to real estate advocate to financial strategist—the mission has remained constant: breaking down barriers and helping people see what’s possible. I don’t believe in high-pressure tactics or one-size-fits-all solutions. Instead, I build relationships rooted in trust, deliver education that empowers confident decisions, and create strategies that honor your unique journey. Your success isn’t just my profession—it’s my purpose.

Ready to Pick Up Your Crown?

Let’s have a conversation about your dreams, your goals, and the strategic plan that will help you build the extraordinary life you deserve. No pressure—just honest guidance from someone who genuinely believes in your potential.

Schedule Strategy Session Call (615) 306-9973