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rF Flat Fee Pricing and Features Comparison

Social Security Optimization

$100
$100
  • Personalized optimization plan.
  • Detailed custom report.
  • Strategy review with a support financial advisor.
  • Assistance at filing time.

DIY Retirement Plan

$200
$200
  • Guided DIY retirement plan.
  • SS module included.
  • Probability tested.
  • Integrated Playzone that allows you to experiment.
  • Ability to review your plan with an rF Advisor.

Standard Retirement Plan

$1000
$1000
  • SS optimization plan.
  • Simple review of pension options.
  • Complete retirement plan stress testing.
  • Assignment of an associate financial advisor.
  • 1 data gathering meeting.
  • 1 plan delivery & review meeting.

Pension Max Retirement Plan

$1500
$1500
  • SS optimization plan.
  • All services from the Basic Retirement Plan.
  • Private/Public pension optimization.
  • Ability to compare multiple retirement permutations.
  • Assignment of an associate financial advisor.
  • 1 data gathering meeting.
  • 1 plan delivery & review meeting.

Complex Retirement Plan

$2500
$2500
  • SS optimization plan.
  • All services from the Standard Retirement Plan.
  • 401k Net unrealized appreciation (NUA) testing.
  • Executive benefits optimization.
  • Assignment of a lead financial advisor.
  • 1 data gathering meeting.
  • 1 draft plan review meeting.
  • 1 plan delivery & review meeting.

Silver Financial Plan

$3250
$3250
  • SS optimization plan.
  • All benefits from the Complex Retirement Plan.
  • College/education planning.
  • Major purchase, liquidation, and cash-flow planning.
  • Risk analysis and Survivorship Planning.
  • Investment review and recommendation.
  • Simple tax planning.
  • Simple estate planning/modeling.
  • Assignment of a senior financial advisor.
  • 1 data gathering meeting.
  • 1 draft plan review meeting.
  • 1 plan delivery & review meeting.

Gold Financial Plan

$4000
$4000
  • SS optimization plan.SS optimization plan.
  • All benefits from the Silver Financial Plan.
  • Comprehensive tax planning and 1040 review.
  • Complete estate planning.
  • Assignment of a senior financial advisor.
  • 1 data gathering meeting.
  • 1 draft plan review meeting.
  • 1 plan delivery & review meeting.

* Discounts may be applied where applicable and when warranted, at the discretion of rebel Financial LLC.

No sure which plan to choose or want to interview us before deciding?

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