Welcome to Your Personalized Service Recommendation!

Why Silver?

Based on your answers, we recommend: Silver

The Silver service is designed for individuals with more complex financial situations seeking a balance between personal advisor interaction and online tools. Here’s what you can expect:

Support advisor as servicing advisor with enhanced service team and access to lead financial advisors as needed.


Meetings per Year:

Financial Planning:

Advisor Access:

Investment Management:

Enhanced reporting and analysis, ability to customize tax-loss harvesting strategies.

Modular and advice-based planning including college planning, major purchase planning, and ongoing financial plan updates.

Ancillary Services:

Access to more advanced business planning, real estate consulting, and a greater subsidy for tax preparation services.

Next Steps

While our questionnaire provides a helpful starting point, it's important to discuss your specific situation with one of our expert advisors to ensure you are matched with the perfect service.

Schedule a Complimentary Consultation:

Click below to book a meeting with one of our advisors.

Explore More About Simple:

Learn more about the features and benefits of eRebel by visiting our detailed service page.

Contact Us:

Have questions? Reach out to us at [contact information] and we'll be happy to assist you.

Thank you for using our service recommendation tool! We look forward to helping you achieve your financial goals.


Please note that this recommendation is a preliminary assessment based on the information you provided. A detailed discussion with a professional advisor is necessary to ensure the service chosen aligns perfectly with your financial goals and needs.


Monthly Starting Fee:



• Everything in eRebel
• Complete rFPW access
• 24/7 access to financial advice
• 1-4 OnDemand meetings yearly
• Assignment of Associate Financial Advisor
• Management of held away assets
• Student loan optimization
•Access to "light" financial planning
• Greater credit towards tax and estate services
• Complete fluidity upgrading to gold