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  • Should at least include: Name, DOB, DOH, Hours worked/yr, & Compensation.
  • Your previous provider should have given this to you each year as it is a requirement of the DOL. Check your email or call them to make them give it to you if you do not have it. Without this we cannot accurately give you a cost analysis.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to it’s individual and institutional clients. A more detailed description of the company, its management and practices are contained in it's Firm Brochure (Form ADV, Part 2A). This website is not affiliated with, maintained, authorized, endorsed or sponsored by Rebel Wealth Management