Fiduciary retirement advice for staff & faculty
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 ARP, ORP, 403b, 457b, PERS, & STRS).
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. At UC, 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.
Independent and transparent:
Fee-only & a Fiduciary
Fee-only means that we only accept compensation from our clients and do not accept compensation from 3rd parties and, as a fiduciary, we always represent our clients’ best interests 1st.
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.
1) View all client service models.
2) View all flat-fee planning models.
Reduced cost & committment
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.
Knowledgeable and specialized:
Experienced advisors that know your retirement
We specialize in working with public employees that have OPERS, STRS, or SERS. Furthermore, we have many clients at UC and know your particular benefits/opportunities as well.
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.
Dedication and 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 12yrs and plan to continue for decades to come.
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eRebel - $150/mo*
Silver rebel - $208/mo*
Gold rebel - $292/mo*
*Plus, our fee schedule on assets under management (AUM). The monthly fee is waived once you have more than $250,000 AUM.
*Google does not let us change or censor our reviews.
Unfortunately, we are prohibited from posting testimonials/reviews on our website by the SEC and the state regulatory authorities. However, we are allowed to have reviews on 3rd party sites on which we have no ability to manipulate them in our favor so that both positive and negative reviews can be equally evaluated by potential clients.Please view our reviews on Google Reviews by clicking here.
Again, we are prohibited from posting testimonials/reviews on our website by the regulatory authorities. However, we believe that our clients' experiences and insights are an important part of evaluating whether you would like to hire us as your investment/planning advisor. We invite you to inspect our reviews on Angie's List by clicking here.
*You must be a member of Angie's List to view their reviews.
We are dedicated to providing superior value and unbiased advice. As a staff or faculty member you would be hard pressed to find another financial firm that can deliver the sophisticated, integrated investment advice and specialized financial planning that rebel Financial delivers. Furthermore, we do all of this with no strings attached; give us a try today and see for yourself.
A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).
540 Officenter Place, Suite 286, Gahanna, OH 43230 • Call 614-441-9605
