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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.

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.

Hopefully you have a financial plan

Why doesn’t your business have a plan (or a better plan)?

 

Core/Traditional

Covered if you have a good Financial Advisor

Investment Management

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Investment Management

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Investment Management

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Business Administration

Fragmented, inefficient implementation

Investment Management

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Investment Management

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Investment Management

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Investment Management

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Investment Management

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Business Planning

Most overlooked

Investment Management

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Investment Management

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Investment Management

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Value-Added

Expensive Outsourcing

Investment Management

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Investment Management

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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
$1,492/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

ready to reach new heights? Let's get there, together.

Schedule an appointment with us today!

Our Business Services

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01

Advisory: Investment Management

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02

Advisory: Financial Planning

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03

Business Insurance

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04

Tax Preparer/CPA

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05

Bookkeeper

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06

Payroll

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07

Banking/FDIC Savings

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08

401K/Pension Provider

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09

Other Benefits/Design Implementation

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10

Health Insurance

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11

Lawyer

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12

Business Coach

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13

Business Consultant

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14

Valuation + Succession

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