Decide how to hire us using our 4 models

MODEL 1- Simple 

Become A Simple rebel Client -$50/mo* – Click Here

Our Simple rebel service is to allow people that have little to no start on investing to be able to! We want to provide an affordable financial planning service to provide basic investment services for anyone ready to start. Have access to our robust planning tools, online storage, plan reviews, and receive support from our advisors.

MODEL 2- eRebel

Enroll online (when you reach the investment selection, just select the suggested target-date fund as your investment choice until our next meeting):

Fidelity:

One of the largest employer sponsored retirement plan providers in the United States, Fidelity offers a platform with the widest range of investment options available to University employees for a reasonable cost:

• Cleveland Clinic 457b:
  • Enroll now (use Plan ID: 62501)

TIAA CREF

As the largest employer sponsored retirement plan providers to Universities in the United States, TIAA CREF offers a platform with the lowest cost options available to University employees.  TIAA CREF’s platform is also an annuity option that has the ability to be converted into lifetime income payments at retirement.  Visit their website:

• CSCC:
  • Enroll now

If you have contacted us previously. Email us to let us know that you have submitted your SRA form to HR, selected your provider, enrolled in your account online, and that you would like us to be your Investment Advisor.

If you have elected to use us but need to contact us for the first time then please fill out our Schedule an Appointment form.

Rollover your old 457b account: Click here for instructions.

Open additional University Accounts for rF to manage for you:

1. Primary Defined Contribution Plan.
2. 403b Supplemental Retirement Plan.

Finally, we will call or email you to schedule an appointment to review your new account, select an investment strategy, and pursue further financial planning (if necessary).