Client Benefit Summary

Interested in becoming a rebel client or upgrading your subscription? Check out all the benefits and services that our Simple rebel, eRebel, Silver rebel, and Gold rebel clients have access to.

Financial Planning

rebel Financial Personal Website (rFPW)

As a rebel Financial client, you have access to our rebel Financial Personal Website (rFPW). rFPW is an advanced system that allows you to view all of your accounts with us and other financial institutions, track spending, build budgets, create and interact with your financial plan, monitor progress towards your financial goals, securely store financial documents, and receive on-going customer support. Gold rebel clients receive maximized access to rFPW included with their comprehensive planning services.

How It Works:

  1. Enter your financial data into your rFPW.
  2. We'll build a plan for you based on the information and data you provide.
  3. Review and interact with your plan to help you evaluate your financial decisions throughout your life.

What can you do with your rFPW?

  • Easily access your financial plans and documents all in one place
  • Integrate and track all of your financial accounts
  • Build budgets and monitor your progress
  • Automatically update your financial plans based on changes in your account data
  • Securely store documents in your rFPW vault
SS Analyzer
Tax Benefits Software SS Analyzer

SS Analyzer's software adds significant value to the advice we provide to our eRebel, Silver rebel, and Gold rebel clients. Its technology gives us the ability to generate custom reports and proposals for clients and present graphics to help them understand and compare claiming strategies. SS Analyzer also provides us next-level tools to help you maximize your social security and retirement investment portfolio. 

How do we use SS Analyzer to add to our clients' lifetime benefits?

SS Analyzer uses complex analysis to help us determine your recommended claiming strategy. Its software provides you the ability to directly compare the effects of different claiming strategies in detail. Strategies can be developed to include the effects of disability, family benefits, non-covered pensions, and more.

SS Analyzer provides feedback beyond social security and actually takes several factors into account with conducting its analysis. It allows us to explore the effects that your future earnings could have on your situation, consider the impacts of taxes or anticipated cost-of-living adjustments, and compare discount rates in real time. 

No matter what your family situation is, we can provide you quality advice that's fit for our needs. We use tools like SS Analyzer because it was designed to consider every possible situation. Whether you're single, married, divorced, or widowed, we can use this tool to break down the analysis and optimize your benefits. 

Investment Management

riskalyze logo

Riskalyze is a risk analysis software that helps us assess clients' risk tolerance and use it to analyze their current portfolios. It makes it easy for us to provide advice on how to update your current investment strategy in order to achieve better outcomes when it comes to changes in the market. Riskalyze also helps us map out how your risk preference will compare to your retirement goals. 

Riskalyze for clients
Riskalyze Risk Number

With Riskalyze, we can help you determine your Risk Number using a quantitative approach based on how much risk you want. We can then use your Risk number to assess the following:

  • how much risk you currently have in your investment portfolio
  • how much risk you need to optimize your portfolio
  • how much risk you should have to fit your risk tolerance and reach your retirement goals
hidden levers logo

HiddenLevers allows us to create custom proposals using data collected to measure millions of relationships between the economy and investments. It helps us to provide recommendations for clients to meet their goals based on risk tolerance and portfolio stress tests. HiddenLevers' research team creates scenarios to model recessions, crises, and other economic events using historical research and analysis on how economic indicators are correlated.

What is Portfolio Stress Testing?

Stress Testing is about assessing the potential impact of economic scenarios on your portfolio and other investments.

Key Elements of HiddenLevers' Stress Tests:

  • Finding the connections
  • Asking the big what-ifs
  • Modeling the impacts

Measuring and Uncovering the Risks

HiddenLevers allows us to test different scenarios using a quantitative approach so that you can assess your portfolio risks and make more informed investment decisions. 

Account Management Tools:

morningstar logo
Morningstar Office Client Communication Sample

Morningstar Office is one of the top providers of third-party investment and market research. We've integrated it with our account management of our direct custodians, TD Ameritrade, Schwab, Fidelity, and TIAA CREF, so that we can monitor clients' accounts more simply and effectively. Because of its research and capabilities, Morningstar Office allows us to provide detailed custom reports to clients to oversee their investment performance.

With Morningstar Office, we can help you stay focused on your investment goals. This software allows us to analyze risk in your portfolio based on independent data and investor-focused reports. 

iRebal

iRebal is a state-of-the art, rule based rebalancing application developed by TD Ameritrade. It allows us to automatically consider complex permutations of managing your account(s). 

Estate Planning

Estate Plan Navigator

Estate Plan Navigator is a tool that guides you through every step of your estate planning process. Instead of taking on the expense of hiring a lawyer or going through the process alone, Estate Plan Navigator asks you simple questions and creates your documents for you. It allows you to easily access your securely stored documents and modify them to reflect changes throughout your life. It uses analytics tools to help you create a secure estate plan from a stack of documents that's fit for the needs of your and your family. It is available to Silver and Gold rebel clients.

Create, maintain, and share your estate plan so that you can settle when the time comes.

Create a personalized estate plan to protect you and your loved ones. EP Navigator asks you simple questions to guide you along the way.

Maintain your plan so that it's always up to date. EP Navigator helps you understand when to change your plan to reflect changes in your life. 

Share documents with those you name in your estate plan. EP navigator allows you to easily communicate with others and securely share your plan.

Settle with the peace of knowing that you have a plan in place for your legacy to be carried out according to your wishes after you're gone.

Everplans

Everplans is a secure online portal that allows to store, organize, and share important documents, like your will or even your password manager, with the specific people that you grant access to. Everplans makes it easy to access your documents and digital assets all in one place so that all your bases are covered when you're gone. Gold rebel clients have the opportunity to open an Everplan at no additional cost to their subscription. 

What does Everplans have to offer?

Simplicity in Your Legacy Planning Process
  • Guidance in helping you get your documents organized
  • Secure storage accessible from any location
  • Custom privacy settings to share what you want with who you want
Everplans' Security Framework
  • Securing your data at rest
  • Securing your data in transit
  • Operational procedures to keep the site secure
  • Strict limitations around administrative access to your information
  • Two factor authentication for end users
Additional Benefits

With Everplans, you'll have:

  • Access to all you important documents all in one place
  • Control over every aspect of your plan that can be changed at any time
  • Instructions and reminders to ensure you check everything off your list before you go

Tax Planning

rebel Financial clients have access to discounted tax preparation and planning services with their subscriptions. Choose between our in-house services or our third-party CPA partners. Tax planning is a very important aspect of your financial plan, and we can provide clients with valuable tax advice integrated with their financial plans. We use the latest technology to complete tax returns for clients as efficiently as possible while providing extra protection. Taking advantage of our tax service benefits can provide substantial value to your financial plan and allow you to receive your tax return quicker than ever. 

Our In-House Services:

gruntworx tax

Our Third-Party Tax Partners:

Brett Triplett, CPA, HBK CPAs & Consultants
Paul Brosil, CPA, Harper & Co CPAs
Brett Triplet
Harper Co CPA

Benefit Summary by Subscription

  • Financial coaching
  • rFPW
  • Investment advice
  • rFPW
  • Riskalyze
  • Social Security Optimization
  • Light financial planning
  • rFPW
  • Riskalyze
  • Social Security Optimization
  • Student Loan Optimization
  • Estate Plan Navigator
  • Tax Prep
  • Everplans
  • Financial planning
  • rFPW
  • Riskalyze
  • Social Security Optimization
  • College Planning
  • Estate Plan Navigator
  • Tax Prep
  • Everplans

Want to learn more about the benefits you have access to under your subscription?

Interested in upgrading your subscription?