Get the financial plan you need from a great company at a great price

Financial planning is an increasingly important undertaking and it seems there are innumerable professionals who claim to be "financial planners/advisors." Unfortunately, most of them use the title as a marketing hook to gain clients while doing very little actual planning and not being proficient at the planning that they do perform.

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.

  • Specialize in actually building plans.
  • We only hire CFPs to build plans.
  • We are "Fee-Only."
  • Always a Fiduciary to clients.

facebook_icon1 twitter_icon1 google_icon1 youtube_icon1

Schedule Now »We'll help you decide which plan is right for you.

Building a better financial future, one plan at a time:

  • Professional excellence

    Financial plans are always completed by Certified Financial Planners (CFP) who all have at least a BA/BS and we require at least 60 hours of continuing education per year.

  • Freedom: Hire us on your own terms

    Whether you want a one-time fee for advice/plan or want to hire us for the long-term, you are free to choose from multiple plans under either arrangement that fits your particular need.

  • Fast plan design & delivery

    We don’t just use the best technology to build your plan but also to streamline our entire business. Your entire engagement with rebel Financial will be executed quickly and efficiently so that you can benefit from our advice as quickly as possible.

  • Optional asset management

    If you choose the on-going client (Option 2 below) models then we will help you to optimize and implement your investment strategy. This is very attractive for many clients as the investment management fee can often pay for their financial planning.

  • Fee-only & a Fiduciary

    Fee-only means that we only accept compensation from our clients and do not accept compensation from 3rd parties and, as a fiduciary, we always represent our clients’ best interests 1st.

  • 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.

  • Optional implementation service & on-going support

    Additionally, with our on-going client models (Option 2), we help to implement any planning recommendations, offer unlimited planning revisions as real life deviates from our planned projections, and provide on-going support to more successfully translate advice into reality in our clients’ lives.

OPTION 1 - Hire us  to do your plan on a one-time flat-fee basis:

Don't want to have your accounts with us or want to give us a test drive before hiring us for the long haul? If so, our flat-fee planning models may be for you.

Social Security Optimization Plan - $250

We specialize in helping our clients plan for retirement and we have invested extensively in providing the highest quality advice. We can efficiently evaluate your Social Security benefits, analyze your individual circumstances, and formulate a plan to optimize/maximize your Social Security benefits.

CLICK HERE TO LEARN MORE ›

Standard Retirement Plan - $1000

We will provide you with a basic retirement plan that will help you understand your situation, identify your goals and evaluate your chances of success.  From there, we will be able to help you find a solution that will work to optimize your resources towards your retirement objectives.  Lastly, we will help you to understand how you will actually implement our advice so that you can put your plan into action.

CLICK HERE TO LEARN MORE ›
CLICK HERE TO LEARN MORE ›

Pension Max Retirement Plan - $1500

We will provide you with a comprehensive retirement plan that will help you understand your situation, identify your goals and evaluate your alternatives.  This includes all service from the basic retirement plan plus:

  • Private/Public pension optimization.
  • Ability to compare multiple retirement permutations.

Complex Retirement Plan - $2500

This is our comprehensive retirement plan that includes all aspects of our lower plans plus:

  • 401k Net Unrealized Appreciation Testing: This could potentially yield large tax savings.
  • Stock Option Redemption Plan: To facilitate your income objectives and minimize taxes. Restricted/Phantom Stock Redemption Plan: To maximize your benefit, coordinate with income plan, and minimize taxes.
  • Stock Appreciation Rights (SARs) Redemption Plan: To maximize your benefit, avoid costly forfeitures, and minimize taxes.
  • Deferred Compensation Analysis and Income Plan: To coordinate with your income plan and minimize taxes.
  • Personal Benefits Scouring: If you provide us with all your benefit documentation we will scour your benefits to make sure we are accounting for and maximizing all of your benefits.  Many executive employees overlook benefits or delay claiming benefits, which could cause you to significantly reduce their value or forfeit them entirely.
CLICK HERE TO LEARN MORE ›
CLICK HERE TO LEARN MORE ›

Silver Financial Plan - $3250

This is a comprehensive financial plan that includes all the features of our previous plans plus:

  • College/Education Planning.
  • Major Purchase Planning: Buying a second home, boat, time share, rental etc.
  • Complex Asset Liquidation Planning: Selling major assets as part of your plan such as real estate, businesses, etc.
  • Risk Analysis and Survivorship Plan: Testing the plan through stress scenarios to understand and protect against them.
  • Investment Review and asset allocation: Note - we only provide specific security recommendations to on-going clients.
  • Simple Tax Planning and 1040 Strategic Review.
  • Simple Estate Planning: We will review your estate scenario, model it out for you and make recommendations.

Gold Financial Plan - $4000

This takes our Silver plan to the next level by adding:

  • Comprehensive Tax Planning and 1040 Strategic Review: We will review your last 2 years 1040 with you to help you to optimize your tax planning, have one of our accounting firm partners also review your tax documents to add their expertise to ours, and coordinate with your CPA to implement any recommendations.
  • Complete Estate Planning: We will review your estate scenario, make recommendations and even provide complimentary services to one of our law firm partners to draw up your estate documents (Will, Power of Attorney, Living Will, and Healthcare Power of Attorney, trust documents, etc)*

*This is capped at $750, which should cover the needs of most people. If your estate scenario is complex and exceeds this then you will receive a pro-rata bill for any charges in excess of what we have paid for you.

CLICK HERE TO LEARN MORE ›
View all flat-fee planning modulesCompare features & pricing

OPTION 2 - Hire us for the long-term to implement your plan and manage your investments:

If you want a long-term relationship in which we implement your plan, track your progress over time, and optimally execute your investment strategy then our on-going client models may be your best choice.

On-going client models:

Simple rebel - $40/mo.

This is our main DIY model that primarily utilizes online tools to help clients enter their own goals based planning scenarios and then we have one of our Support Advisors refine the plan and periodically check progress. This plan requires no accounts with rF.

CLICK HERE TO LEARN MORE
eRebel microsite thumbnail

eRebel - $50/mo.*

This plan is the next step up from the Simple rebel platform and utilizes a more sophisticated platform that enables a little more in-depth goal based-planning and offers the client an Associate Advisor and two video conference strategy meetings per year.

*Waived once you have $100,000 in assets under management (AUM) with rf.

CLICK HERE TO LEARN MORE ›
CLICK HERE TO LEARN MORE ›

Silver rebel - $75/mo.*

This plan includes simple goals-based financial planning, assignment of a lead financial advisor, a portal to track all of your accounts in one place, professional money management, help with outside accounts (like 401ks, 529s, etc), and the ability to collaborate with your advisor at any time (within normal business hours). This plan is ideal for clients that may not be ready to do comprehensive financial planing yet but would like a senior financial advisor to help them streamline their financial situation, build a simple plan to get them where they want to be, be a coach/partner to motivate/help them along the way, and have all of their data ready to execute a comprehensive plan at any time in the future.

*Waived once you have $250,000 in assets under management (AUM) with rf.

Gold rebel - $125/mo.*

This is our comprehensive plan in which we offer our complete suite of services to clients and they are assigned a Senior Financial Advisor. This includes all planning modules, investment management, and legal & tax services+.

*Waived once you have $250,000 in assets under management (AUM) with rf.

+Available to Gold clients with sufficient AUM.

CLICK HERE TO LEARN MORE ›
View all on-going client modelsCompare features & pricing
CLICK HERE TO REGISTER FOR OUR LIVE DEMO ›

Green-Quotations-100x92Unfortunately, we are prohibited from posting testimonials/reviews on our website by the SEC and the state regulatory authorities. However, we are allowed to have reviews on 3rd party sites on which we have no ability to manipulate them in our favor so that both positive and negative reviews can be equally evaluated by potential clients.Please view our reviews on Google Reviews by clicking here.


Green-Quotations-100x92Again, we are prohibited from posting testimonials/reviews on our website by the regulatory authorities. However, we believe that our clients' experiences and insights are an important part of evaluating whether you would like to hire us as your investment/planning advisor. We invite you to inspect our reviews on Angie's List by clicking here.

Confident in our process & planning

We guarantee that if you are not completely satisfied with your plan, we will do everything in our power to correct it to your satisfaction. If that fails, then we will give you a 100% refund of your planning fee.*

*Within 30 days of your plan delivery date.

Your 1st consulatation is complimentary

Schedule Now »To see how can help.