Fiduciary & Fee-Only Financial Advisors and Planners
Contact: 614-441-9605 / firstname.lastname@example.org
You’ve worked hard to build your practice and you are one of your client’s most important advisors. As your clients’ needs grow they will need to partner with additional advisors, such as financial planners, bankers, insurance professionals, accountants, etc. rebel Financial has worked diligently to provide tools to help you bring the efforts of all these professionals together so that you can help to manage and stay on top of your clients’ affairs. Watch this short video to see how we might be able to help you serve your clients’ needs and facilitate the existing services you already provide to them.
You’ve worked hard to establish your practice. You’re one of your client’s most trusted advisors. When the needs of your clients grow more complex, they seek advice from financial advisors, bankers, CPAs and insurance professionals. As your client’s legal advisor, you know you are uniquely positioned to bring clarity and efficiency to your client’s evolving financial picture.
How do you know if your recommendations are aligned with your client’s complete financial picture? Now you can. Our web-based wealth management system makes it easy for you to better participate in your client’s financial services.
Here’s how it works. All your clients’ accounts are aggregated and updated daily in a private and secure personal financial website. Your client can track all their investments, monitor cash flow and see their bottom line at any time. Interactive workshops show how spending and investment decisions today can affect your clients’ future financial goals. There’s a digital vault where you can easily upload your clients’ important papers, trusts, wills, tax returns and business documents, stored for safekeeping and accessed from anywhere. Your client will know what they have, where it is and what it’s worth, all in one place and always up-to-date.
Now you can, too. When you can see your client’s entire financial scenario, you can better collaborate with their other advisors to recommend effective solutions. Expand your services, enhance your client relationships, leverage your professional alliances.
Take your practice to the next level. Work with us today.