Successfully planning for your future requires placing a high degree of trust with your advisor and other trusted professionals. You must share your inner aspirations and divulge information on your most valued possessions. We value this trust that is placed in us and hold sacred our responsibilities to you, our clients, in this relationship.
- We are Fee-Only
- We are a Fiduciary
- We provide exceptional service
- We maintain cutting edge technology
- We offer multiple custodians
- We offer simple & transparent pricing
A team is only as strong as its individual parts. Fortunately, one of the strengths of being small is that we have the ability to recruit, train, and monitor all of our team members on an individual basis. We are proud of the wonderful team we have to serve you.
Our Investment Philosophy
Investment management is the most common service we perform for our clients. It is not the core of what we do, that is planning we mentioned above, but it is the main means by which we help our clients leverage their hard work and capital to accomplish their goals. Our general philosophy shines through into our investing because we manage our clients’ money very scientifically and systematically by helping them choose an investment strategy that will help them achieve their goals with the highest probability of success with the statistically least amount of risk for their specific goals and desires. Read more.
Our Planning Philosophy
rebel Financial is a true financial planning company that specializes in retirement & estate planning and is dedicated to serving the best interests of our clients above all other considerations. We:
- Specialize in actually building plans.
- Only hire CFPs to build plans.
- Are "Fee-Only."
- Always a Fiduciary to clients.