Fiduciary Retirement Advice at a school near you!
Fiduciary advice means that we have a legal responsibility to look out for your best interests ahead of our own. We are one of the only financial companies in the country providing a fiduciary level of planning and investment management advice directly to teachers and staff in local municipalities while directly managing retirement accounts (such as 403b, 457b, PERS, & STRS).
*Even if you are not interested in becoming a client, this appointment is free and you can learn a lot from it.
Proudly Representing
Working with Staff & Faculty
We do not work for any large financial or investment company. Instead, we work directly for our clients and then leverage multiple larger custodians to hold their actual accounts. For our university clients, the two most suitable custodians are TIAA CREF and Fidelity. We directly manage our clients' investment accounts through these investment firms and then build retirement plans that coordinate their OPERS, STRS, SS benefits etc. when they're ready.
What rebel Financial can do for YOU
and how we're different from competitors
Fee-only & a Fiduciary
Fee-only means that we only accept compensation from our clients and do not accept compensation from third parties and, as a fiduciary, we always represent our clients’ best interests first.
Experienced advisors that know your retirement
We specialize in working with public employees that have OPERS, STRS, or SERS or ARP. Furthermore, we have many clients at OU and know your particular benefits/opportunities as well.
Transparent Pricing
We are open and transparent in our pricing. We even produce a quarterly statement of all your fees so you know how much you pay and can quantify our value to you.
Professional Excellence
Our financial advisors are all Certified Financial Planners (CFP), who have at least a BA/BS, and we require that they complete at least 60 hours of continuing education per year.
Reduced Cost & Commitment
Because we don’t take commissions or work for a large financial firm we can drive down costs and remove restrictive contract terms. We always work at your discretion, no strings attached.
Dedication & Continuity
Whether you’re just starting your career, contemplating retirement, or are already retired we we can help you with your retirement planning. Furthermore, we’ve been serving staff & faculty for over 20yrs and plan to continue for decades to come.
Fiduciary Advisors that work for YOU
Not for investment or insurance companies
*rebel Financial is an independent investment advisor and not affiliated with any of the retirement plan providers.
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rebel Financial is a registered investment adviser in Columbus, OH, serving clients throughout the nation.
A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).
5940 Clyde Moore Dr, Columbus, OH 43125 • Call 614-441-9605
