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Business Services

We offer a comprehensive range of financial services designed to help you achieve your unique goals and secure your financial future. Whether you’re seeking expert investment management, holistic financial planning, retirement solutions, tax preparation, or estate planning guidance, our dedicated team is here to provide personalized, transparent, and forward-thinking strategies. Our mission is to empower you with the tools, resources, and expert advice needed to navigate your financial journey with confidence and clarity. Explore our business services to see how we can help you build a stronger financial future.

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Comprehensive Business Services: Simplifying Your Financial Management

At rebel Financial, we go beyond the standard offerings of most financial firms by providing comprehensive business services directly to our clients. While many firms either avoid offering these services or refer you to third-party providers—leading to higher costs and fragmented support—we deliver these solutions in-house at a reduced cost. By integrating business services such as payroll, retirement plan administration, tax planning, and more into our suite of offerings, we simplify your financial management and save you the hassle and expense of working with multiple providers. This streamlined approach not only lowers your costs but also ensures a cohesive strategy tailored to your business’s needs.

Core & Traditional

Services

A reliable and proficient financial advisor typically ensures that core and traditional services, such as Investment Management, Financial Planning, and 401k & Pension are comprehensively covered, providing a solid foundation for your financial well-being

Investment Management

Let us guide your investment management strategy with insightful analysis and tailored solutions to help achieve your financial goals.

Financial Planning

Empower your financial future with our personalized planning services, designed to align with your unique goals and circumstances.

401k & Pension

Optimize your retirement savings with our expert management of 401(k) plans and pension funds, tailored to secure your financial future.

Business

Administration

We offer comprehensive business administration services, including payroll, bookkeeping, tax preparation, tax planning, and business health insurance, to streamline your operations and enhance financial health—unlike other financial advisors who often provide fragmented and inefficiently implemented solutions.

Payroll

Let us handle your payroll needs with our efficient and reliable services, ensuring accuracy and compliance for your peace of mind.

Bookkeeping

Trust us to manage your bookkeeping with precision and care, freeing you to focus on growing your business.

Tax Preparation

Rely on our expertise for thorough tax preparation that maximizes your deductions and ensures compliance with the latest tax laws.

Tax Planning

Enhance your financial strategy with our proactive tax planning services, designed to minimize liabilities and optimize future tax outcomes.

401k & Pension

As an investment management firm, we specialize in designing, building, and implementing tailored retirement savings plans for your employees.

Benefits Design & Consulting

Offering a comprehensive benefits package is crucial for any business, from health insurance and HSAs to tuition reimbursement and life insurance.

Payroll
Bookkeeping
Tax Preparation
Tax Planning
401k & Pension
Business Health Insurance

Business

Planning

A reliable and proficient financial advisor typically ensures that core and traditional services, such as Investment Management, Financial Planning, and 401k & Pension are comprehensively covered, providing a solid foundation for your financial well-being.

Business Consulting

We offer expert business consulting services to help you navigate challenges, optimize operations, and drive sustainable growth.

Business Coaching

Our business coaching empowers you with the strategies and insights needed to enhance leadership skills and accelerate your company's growth.

Succession Planning

Our succession planning services ensure a smooth transition for your business, safeguarding its legacy and future by preparing the next generation of leadership.

Value-Added

Services

We provide value-added services such as banking and estate & business legal consulting, which can be costly to outsource if not included with your financial firm. Our integrated approach ensures these essential services are delivered seamlessly, saving you time and reducing expenses.

Banking

We can assist with your banking needs, offering expert guidance to optimize your financial transactions and enhance your overall financial strategy.

Estate & Business Legal Consulting

Our team provides expert estate and business legal consulting to ensure your assets are protected and your business complies with legal standards, helping you navigate complex legal landscapes with confidence.

Cost Comparison

Our pricing offers extensive services such as investment management, retirement planning, and tax strategies—all included in one straightforward fee. In contrast, traditional firms often charge additional fees for these essential services, quickly escalating costs. By choosing our all-inclusive approach, you avoid unexpected charges and gain thorough, holistic financial planning that traditional firms usually charge extra for, making our service a smarter and more cost-effective choice for your financial well-being. For illustrative purposes, the example below is based on our Gold Service Level, while the traditional example reflects an average cost at other firms.
Our Plans
rebel Financial
$19,904/yr
Traditional Firm
$35,220/yr
AUM Fee
$0
$4,880/qr
Networth Fee
$1,404/mo
$0
Tax Prep
Included*
$1500/yr
Bookkeeper
Included*
$400/mo
Payroll
$2000/yr*
$5000/yr
Estate Planning
Included*
$2500/yr

* All of our services have additional charges, however, rF clients receive a subsidy depending on level of service and networth.

Sources: https://synder.com/blog/average-cost-of-tax-preparation-by-CPA
https://talo.com/costs/bookkeeping-cost
https://www.completepayrollsolutions.com/blog/outsourced-payroll-cost
https://www.doaneanddoane.com/how-much-does-estate-planning-cost-a-comprehensive-guide

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rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners

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