Welcome columbus to your cash balance pension plans
Retirement plan design for the most profitable businesses
rebel Financial is an independent financial firm that builds custom retirement plans for profitable businesses that need maximum tax deferral and retirement benefits. We are locally owned and operated which means we build our plans to the highest standard because we are personally accountable and we strive everyday to be the best.
We are one of the few financial firms that will serve you and your employees as a fiduciary, which means that we look out for your best interests above all other considerations.
3(38) Fiduciary
What this means is that we have a legal responsibility to act in the best interests of you and your employees. We share the responsibility/liability of building and maintaining your pension plan, which very few financial firms are willing to do.
Fee-only
Fee-only means that we only accept compensation from you and your employees. We do not share revenue or take kickbacks from any fund, investment, or insurance company, as most other 401(k) providers do, which provides further assurance that we represent your interests first.
Transparent Pricing
We are open and transparent in our pricing. We strive to make our process easy to understand so that you and your employees can evaluate the true value we deliver.
Cutting edge technology
As a smaller company, freed from the bureaucratic gridlock of most large institutions, we implement the newest technology years before most of our competitors to build your plan with the best available tools.
Our Services
For sponsors and employers:
Plan design services
Fiduciary review and certification
Plan monitoring and benchmarking
For participants/employees:
Enrollment and educational meetings
Access to professionally managed model portfolios
Discounted financial planning services
What can you expect when working with rebel Financial?
Fast plan design and implementation
In collaboration with you, the TPA, and the actuary, we will build you a plan that fits your business and maximizes your tax deferral and retirement benefits. Then we will get it implemented quickly so that you and your employees can begin to realize its benefits as quickly as possible.
Superior service
Working with our small team of experienced, independent financial advisors means that we can quickly adapt to changes in the industry and in the market to reduce inefficiencies. Also, we are able to pass on savings to you as the client more quickly than many larger, more bureaucratic firms.
Freedom
As with everything else we do as a firm, we do not lock our clients into restrictive contract terms and work only contingent upon your complete satisfaction. You may terminate at any time with no termination charge from rebel Financial.
Testimonials From Previous Clients
By putting people before profit, we provide the superior service that our clients deserve. The quality of our service is best explained by our clients' experiences with us. Read our reviews on Google and Angie's List to see for yourself.
Start planning with us today.
Proudly representing:
rebel Financial is a registered investment adviser serving the greater Columbus, OH area.
A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).
5940 Clyde Moore Dr. Groveport, OH 43125 • Call 614-441-9605
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