In 2013, rebel Financial was created to challenge the “Wall Street” status-quo of corporate greed through profit maximization. We believe that all companies should be good community actors, running social enterprises, that try to better all stakeholders, not just shareholders.
Our team will work with you to create a personalized investment strategy that meets your unique goals and objectives for your financial future.
Our most requested service helps you build a comprehensive retirement plan with confidence and peace of mind for the future.
We provide specialized planning to ensure your loved one with special needs is taken care of financially, now and in the future.
We offer in-house tax services for our clients to create more benefits from tax preparation and planning to payroll/benefits consulting.
We offer personalized estate planning and legal guidance to protect your assets and secure your loved ones' future.
Student loan debt is now the second-highest consumer debt category in the United States, higher than both credit cards and auto loans.
The truth is that most Americans do not agree with the way that most publicly traded companies are not contributing to the communities in which they harvest huge profits, shirking their subsequent tax responsibilities, enriching themselves with lavish executive compensation schemes while not being good stewards to the majority of their employees, sacrificing our environment for short-term profits and generally barely doing what is legal much less what most of us would consider “right”. At rebel Financial, we are building great investment strategies that align our clients’ values with great performance in which we try to hold these corporate leaders responsible for what our/your ethics and morals say is right. We own these companies and they should be accountable to us!
Our on-going client-based services for consistent management and continuous service
The current bull market in stocks will reach its 8th anniversary tomorrow, and for about the last four years, professional investors and financial planners have been scratching their heads. The markets have gone up and up and up, and we all know that they won’t go up forever, which means
What NOT to Skimp On Save and invest. Save and invest. Isn’t that all you hear when it comes to planning your financial life? An online article by an individual who refers to himself as “the Financial Samurai” makes a more balanced case regarding how you deploy your money. Yes,
Perspective on Today’s Market Events It looks like the U.S. stock market will finally get something that happens, on average, about once a year: a 10+% percent drop—the definition of a market correction. The last time this happened was a whopper—the Great Recession drop that caused U.S. stocks to drop
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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