Building a better financial future, one plan at a time:
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.
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.
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.
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.
*You must be a member of Angie's List to view their reviews.
Again, 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.
See a sample financial plan!
Want to see what your future financial plan might look like? Download this sample to find out.
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.