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Silver Financial Plan

For those that want an all-inclusive comprehensive financial plan, that wants to work on a one-time fee basis, this plan is for you.  This is the same planning service (minus accounting and attorney consultations) that we offer to our Full-Service clients so if you may be interested in rolling over funds to us, the Gold Client model may save you a good bit of money up-front. Learn more here.

Why have a comprehensive financial plan instead of only a retirement plan?

For those that want an all-inclusive financial plan, that wants to work on a one-time fee basis, this plan is for you.  This is the same planning service (minus accounting and attorney consultations) that we offer to our Full-Service clients so if you may be interested in rolling over funds to us, the Gold Client model may save you a good bit of money up-front.

General Financial Planning services

A financial plan is a comprehensive plan that lays out your current situation, helps you to visualize alternatives and then select the plan that will optimize your resources per your goals and objectives.  We will include all of our retirement planning services mentioned in our other plans plus include all of the additional service shown in this video and below: 

Additional Services In Silver Plan

  • College/Education Planning
  • Major Purchase Planning
  • Risk Analysis Planning
  • Asset Liquidation Planning
  • Investment Review & Asset Allocation
  • Simple Tax Planning
  • Simple Estate Planning
Want to upgrade to more services? Read about being a Gold client.
Click Here

What happens if you hire us?

  • 1. Select the “Buy this Service” button below and you will make your secure payment via PayPal.
  • 2. You will be directed to an online scheduling page where you may book your initial appointment immediately.
  • 3. 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.
  • 4. 1st Appointment: Entails getting to know your Lead Financial Advisor, collecting all financial information, and understanding your goals so we can begin to build your draft plan.
  • 5. Our partner Law Firm will contact you to set up your appointment with them (if necessary).
  • 6. 2nd Appointment: We will present your draft plan, discuss alternatives, and gather the required information and feedback to complete your final plan.
  • 7. 3rd Appointment: We will deliver your final plan, help you to understand the intricacies, and discuss how you may implement your plan.
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rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners

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