Gold rebel Service

Our Highest Level of Service

 
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What makes us different from other financial advisors?

  • 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.

  • 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.

  • Discretionary investment management

    We take the additional care and liability to manage your investments with discretion, which means that we make changes to your accounts when they need rebalanced, without bothering you, and we take personal responsibility rather than asking our clients to rubber stamp every decision to avoid responsibility.

  • 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.

  • 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.

See what our client's are saying about us!

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.

What's Included with Gold rebel Service?

  • SS Maximization Plan

    We will evaluate your benefits, test all 567 strategies and advise you on your best filing strategy.

  • Manage Investments Directly

    We watch your investments closely and manage with discretion per your investment objectives. You may use any custodian that you prefer, however, most of our Gold clients prefer to use preferred custodians because of the inherent cost savings.

  • Discretionary investment management

    If you have more than $500,000 in Assets Under Management (AUM) with us then we will pay for your tax preparation if you use one of our partner accounting firms.* If you are below our asset minimum or you would rather use your own accountant, we will coordinate with your tax professional to align your investment and tax strategies and streamline your tax preparations, however, their bill will be at your own expense.

  • Comprehensive Financial Planning

    Including Education, Retirement, Executive, Business, and Estate Planning.

  • Tax Loss/Gain Harvesting

    In coordination with your tax professional, we will try to maximize realizing gains and losses in your portfolio at advantageous times.

  • Estate Planning

    If you have more than $750,000 in AUM with us then we will help you to build your estate plan and pay for your estate planning documents if you use one of our partner law firms.** If you are below our asset minimum or you would rather use your own law firm, we will coordinate with your attorney to design and implement your estate plan, however, their bill will be at your own expense.

How Much Does It Cost?

The cost is $125/mo. plus our asset management fee schedules below.  This subscription fee is currently waived if you have more than $250,000 in AUM:

*Preferred Custodians for NQ and IRA Accounts include TD Ameritrade, Jefferson National, and TIAA CREF.
 *Discounts may be applied where applicable and when warranted, at the discretion of rebel Financial LLC.


For Example:

  • You have $100,000 in AUM in a University 403b with TIAA CREF then you would pay:
    • $125/mo. via PayPal from any credit card, checking, or savings account of your preference.
    • Plus 1% of $100,000 out your accounts, which comes to $250 deducted quarterly.+
  • You , as a household, keep 750,000 in AUM in various accounts through TD Ameritrade then you would pay:
    • 1% of $750,000 out of your accounts, which comes to $1,875.00 deducted quarterly.+

+This is an example for illustrative purposes only and your account value(s) will fluctuate over the year giving slightly different charges based on market performance.

See what our client's are saying about us!

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.

How to become a Gold rebel client:

  1. Select the "Join Now" button below.
  2. You will be re-directed to a online scheduling page where you may book your initial appointment immediately (Choose the "Prospective Client" option).
  3. Once you book your appointment, you will be redirected to a short, new client questionnaire (2 minutes to complete).
  4. We will contact you before our initial meeting, within 2 business days, to discuss your situation briefly and supply you with the information that you will need to collect and bring with you to your first appointment.
  5. 1st Appointment: Is basically an appointment for you to interview us to see if you'd like to hire us and an opportunity for us to do the same to make sure that we will have a productive relationship.
  6. If you decide to hire us and we accept you as a client, then we will move forward with the financial planning and asset transfers necessary for your unique situation.

Ready to get started? Let's start the conversation, your 1st consulatation is complimentary

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