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Ongoing Service models
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 ongoing client models may be your best choice.
Simple rebel
This is our main DIY model that primarily utilizes online tools to help clients enter their own goal-based planning scenarios. A financial coach will refine the plan and periodically check your progress. This plan requires no accounts with rebel Financial.
eRebel
This plan utilizes a more sophisticated platform that enables more in-depth goal-based planning. With this plan, you'll have access to and Support Advisor and two video conference strategy meetings per year.
Silver rebel
Includes simple goal-based financial planning, assignment of an associate financial advisor, a portal to track all of your accounts in one place, professional money management, help with outside accounts, and the ability to collaborate with your advisor at any time.
Gold rebel
This is our comprehensive plan in which we offer our complete suite of services and assignment to a Lead Financial Advisor. This includes all planning modules, investment management, and discounted legal and tax services.
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.
One-Time Retirement Plan Features
Optional add-ons
We also offer the option to purchase additional services to add onto your plan, such as executive benefits optimization and "non-traditional" investment transaction modeling.
Access to an Associate Financial Advisor
With this option, you'll be assigned an advisor with a CFP® designation and at least 5 years of experience. Associate advisors consult our lead financial advisors as needed. You'll have the ability to meet with your advisor up to three times per year.
We will help you to:
Identify your goals
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.
Find a solution
From there, we will be able to help you find a solution that will work to optimize your resources towards your retirement objectives.
Put the plan into action
Lastly, we will help you to understand how you will actually implement our advice so that you can put your plan into action.
One-Time Financial plan Features
Our Silver and Gold Financial Plans offer the following service features.
*Service features that differ between the Silver and Gold plans are denoted by an asterisk.
College/Education Planning
We offer one-time college/education planning at a discount with our Silver and Gold Financial Plans. We also offer a college selection and funding plan as a separate one-time plan option.
Major Purchase Planning
Thinking about buying a second home, boat, or a time share? We can help you map out the financial impact of your decision through what-if analyses.
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 & Asset Allocation
We only provide specific security recommendations to ongoing clients.
Tax Planning*
The Gold option offers comprehensive tax planning and 1040 review, whereas the Silver plan offers simple tax planning and recommendations.
Estate Planning*
We will review your estate scenario, model it out for you and make recommendations.
Assignment to a Lead Financial Advisor
Our lead advisors have earned a CFP® designation and at least seven years of experience.
Still Not Sure Which Option Is Right For You?
Complete the form below to receive instant access to our plans and services demo. This will give you a complete walk-through of our plan options and help you decide which service is right for you.
