rebel Financial is a full service wealth management firm

Wealth management is more than just investment management and/or financial planning. We help our clients build a financial plan, take care of their investments, coordinate their benefits through work, make sure they’re protected through their insurance and protection strategies, tax planning and preparation, and make sure they have a good and up to date estate plan. If you are interested in working with a firm that can help you comprehensively with any or all of these things, please read below to explore our different services.

Investment Management

Our investment philosophy is designed to provide a clear path toward achieving your financial goals and aspirations. By thoughtfully combining strong relationships, deep expertise, and innovative technology, we tailor investment strategies that align with each client’s unique needs. Our approach focuses on delivering a high probability of success while minimizing risk through a disciplined, data-driven process. This helps us pursue more efficient market returns on behalf of our clients. Watch our Investment Update video.

Retirement Planning

Retirement planning is one of the most common reasons people seek the guidance of a financial advisor. Whether you’re actively saving and concerned about staying on track, or nearing retirement and focused on securing your financial future, we’re here to help you make informed decisions. Our retirement planning expertise is designed to ensure you have the confidence and resources needed to enjoy a comfortable retirement.

See more of what we have to offer with retirement planning

College Planning

With student loan debt ranking as the second highest debt category in the U.S., having a solid financial plan for higher education is more important than ever. Our college planning services are designed for both concerned parents looking to support their child’s college journey and students aiming to manage or eliminate their student loan debt. We offer flexible options, including a flat-fee pricing structure for standalone planning or complimentary inclusion as part of our comprehensive client service package.

Tax Planning/Preparation

Tax planning is a critical component of a well-rounded financial plan. While we continue to collaborate closely with our trusted CPA partners, we are committed to enhancing the value and convenience we provide to our clients. To that end, we are developing in-house tax services that will expand our offerings from tax preparation and strategic tax planning to payroll and benefits consulting.

Estate Planning

Thinking about passing wealth to the next generation is never easy—but avoiding the conversation can lead to inefficiencies, family conflict, and a reduced estate value. Fortunately, creating a solid estate plan often requires less time and money than many expect. Whether you need a comprehensive strategy to ensure your loved ones are protected or simply need guidance on the basics, we’re here to help you take the first step with confidence.

Retirement Plans

Retirement is one of the primary reasons people seek financial advice and for good reason. Retirement savings often represent the largest portion of an individual’s wealth, yet uncertainty about whether it will be enough is common. That’s why we place a strong focus on retirement planning, helping our clients build smart, sustainable strategies for the future. With the right plan in place, you can enjoy retirement with confidence, not concern.

We help many of our clients with general investment advice, planning for children/grandchildren’s education funding, caring for elderly or extended family members, and many other niche planning areas. Call us if you have a specific planning need to see how we might be able to help or call to ask about any of our other Planning Specialties.