(614) 441-9605
support@rebelfinancial.com
5940 Clyde Moore Dr, Columbus, OH 43125
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Investment Management
Retirement Planning
College Planning
Tax Planning/Preparation
Estate Planning
Employer Plans
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On-going Pricing
One-time Pricing
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Schedule Review
Integration: MaxMyInterest
Integration: LastPass
Value-Added: Tax Preparation
Value-Added: Estate Planning
Value-Added: Everplans
Affinity Partners
Instructional Videos
Account Actions
About Us
Team
The rebel Difference
Investment Philosophy
4Advisors Organization
Charitable Contributions
Tools and Technology
Disclosures
Contact Us
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Referrals
Vendor Information
Blog
Our Events
Services
Investment Management
Retirement Planning
College Planning
Tax Planning/Preparation
Estate Planning
Employer Plans
Pricing
On-going Pricing
One-time Pricing
Client Corner
Login Portals
Schedule Review
Integration: MaxMyInterest
Integration: LastPass
Value-Added: Tax Preparation
Value-Added: Estate Planning
Value-Added: Everplans
Affinity Partners
Instructional Videos
Account Actions
About Us
Team
The rebel Difference
Investment Philosophy
4Advisors Organization
Charitable Contributions
Tools and Technology
Disclosures
Contact Us
Schedule Appointment
Referrals
Vendor Information
Blog
Our Events
rF Prospective Client Form
Thank you so much for joning rebel Financial and we are excited to meet with you soon to get to work for you! Please complete the form below so that we can get you into our system, generate your login credentials, and be prepared for our 1st meeting.
First Name
Last Name
Nickname
DOB
Work Phone
Home Phone
Cell Phone
Email
Employer
Home Street Address
City
State
Zip
Net Worth Range
–None–
<$200k
$200k – $500k
$500k – $1mm
$1mm – $2mm
$2mm – $5mm
$5mm – $10mm
>$10mm
Income Range
–None–
<$75k
$75k-$150k
$150k – $250k
$250k – $500k
$500k – $1mm
>$1mm
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