Planning with rebel Financial
The main thing that we do is help people plan for their future goals. We understand that this is a difficult and often avoided task in people’s lives; however, it is one of the most important. We try to make this process as painless and rewarding as possible, by helping you to work towards a plan with a trusted partner so that you can start to feel more confident about your future.
Retirement Planning
This is the most common planning objective of why people hire a financial advisor. Whether you are saving for retirement and are worried about whether you are going to meet your objectives or whether you are approaching your retirement date and are worried about how all of the moving parts are going to provide for a secure future, we can help.
Estate Planning
People do not like to think about what will happen when they pass the torch to the next generation. Unfortunately, this can lead to massive inefficiency, unintended family quarrels, and a potentially significant reduction in the size of your estate. In many cases, it does not take a lot amount of time or money to create an adequate plan. Whether you need to make a complex plan to make sure that your family is taken care of, or whether you just need some simple guidance, come see us and we’ll help you get started.
Other planning areas
We help many of our clients with general investment advice, planning for education funding, caring for elderly or extended family members, tax planning, and other planning areas.
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rebel Financial is a registered investment adviser in Columbus, OH, serving clients throughout the nation.
A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).
5940 Clyde Moore Dr, Columbus, OH 43125 • Call 614-441-9605