LGBTQ

Only 35% of LGBTQ individuals utilize a 401k

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5.6% of U.S. adults identify as part of the LGBTQ community

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LGBTQ households earn on average 8% less than heterosexual households

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“We wholeheartedly believe in helping to create a more inclusive, diverse society. rebel Financial stands behind the LGBTQ community, we want to be a part of helping you to build a more successful financial future and generally be more than just another a financial advisor, but any ally and advocate.”
-Phil Ratcliff, CEO rebel Financial

Retirement Planning

LGBTQ lifestyles differ in multiple ways from heterosexual lifestyles. We can plan out how much you need to save so you can retain your lifestyle.

Family Planning

Same-sex couples can face expenses when trying to have a family. Surrogacy can cost over $100,000, so it’s important to create a savings plan. Let us help you have a family without the financial burden.

Estate Planning

Financial and estate needs for LGBTQ members may present different challenges. After the 2015 Obergefell v. Hodges Supreme Court decision, it is now more important than ever to start planning, especially if you’re wanting to have a family of your own. Sign up to view our e-book containing 5 estate considerations for the LGBTQ community.

We're able to help you with many aspects of your financial needs. We do not discriminate and will be able to help cater to your situation. Check out our tax preparation, college prep, and more. Be sure to reach out if you have any questions.

ESG Investing

With our ESG Investing, you will be able to invest in companies that align with your values and beliefs. Take our free impact assessment so you can see what causes you identify with.

Investment Management

Our unique investment process of combining relationships, knowledge, and technology will help us choose an investment strategy that works for your goals and aspirations.