Building a better retirement system, one plan at a time
We build our plans from scratch and bundle all services together to save you money and build great 401k retirement plans for you as the employer and also for your employees.
Our Services
For sponsors and employers:
Plan design services
Fiduciary review and certification
Plan monitoring and benchmarking
For participants/employees:
Enrollment and educational meetings
Access to professionally managed model portfolios
Discounted financial planning services
What can you expect when working with rebel Financial?
Fast plan design and implementation
In collaboration with you and our TPA, we will build you a retirement plan that fits your business and then implement it quickly so that you and your employees can begin to realize it’s benefits as quickly as possible.
Superior service
Working with our small team of experienced, independent financial advisors means that we can quickly adapt to changes in the industry and in the market to reduce inefficiencies. Also, we are able to pass on savings to you as the client more quickly than many larger, more bureaucratic firms.
Freedom
As with everything else we do as a firm, we do not lock our clients into restrictive contract terms and work only contingent upon your complete satisfaction. You may terminate at any time with no termination charge from rebel Financial.
3(38) Fiduciary
What this means is that we have a legal responsibility to act in the best interests of you and your employees.
Fee-only
Fee-only means that we only accept compensation from you and your employees. We do not share revenue or take kickbacks from any fund, investment, or insurance company, as most other 401k providers do.
Transparent Pricing
We are open and transparent in our pricing. We strive to make our process easy to understand so that you and your employees can evaluate the true value we deliver.
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.
Testimonials From Previous Clients
By putting people before profit, we provide the superior service that our clients deserve. The quality of our service is best explained by our clients' experiences with us. Read our reviews on Google and Angie's List to see for yourself.
