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 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.

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.

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.

For participants/employees:

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.

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. 

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.