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.

We are not a reseller; we build your plan from scratch.
Always a fiduciary to you and your employees.
We are fee-only.

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. 


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 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.

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