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.
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.
Watch Our
Business Webinar
Struggling to find a financial partner who can consolidate your business’s essential services? Piecing together solutions from multiple providers often leads to inefficiencies and missed cost-saving opportunities. Join us to learn how rebel Financial is addressing these challenges by creating a streamlined system that brings value, simplicity, and economy of scale to businesses. Discover how our innovative approach could save you time, money, and a boatload of hassle.
Do you know your business’s true worth and what makes it attractive to buyers? Take our Value Builder Score to uncover key insights today!
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.
Do you know how much you need from your business to achieve your financial goals? Take our Freedom Point Test to find out your Freedom Point and plan your ideal exit.
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.
Let us handle your payroll needs with our efficient and reliable services, ensuring accuracy and compliance for your peace of mind.
Trust us to manage your bookkeeping with precision and care, freeing you to focus on growing your business.
Rely on our expertise for thorough tax preparation that maximizes your deductions and ensures compliance with the latest tax laws.
Enhance your financial strategy with our proactive tax planning services, designed to minimize liabilities and optimize future tax outcomes.
As an investment management firm, we specialize in designing, building, and implementing tailored retirement savings plans for your employees.
Offering a comprehensive benefits package is crucial for any business, from health insurance and HSAs to tuition reimbursement and life 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.
Many business owners face regrets after selling their business. Take our PreScore to assess your readiness and ensure a smooth, satisfying exit.
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.
rF Cash
We’re always adapting to get you the best rate. With rebel Financial, you can earn up to 4.25%, often higher than traditional banks, with enhanced FDIC coverage for security and liquidity.
We also offer Flourish, Max My Interest, Altruist, and Interactive Brokers for smarter cash management, annuities, and investment solutions. These exclusive platforms help maximize returns and align with your financial goals.
Let’s discuss how we can optimize your strategy—reach out today!
Cost Comparison
* 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
ready to reach new heights? Let's get there, together.
Schedule an appointment with us today!
