Simple Service Level Suggestion - rebel Financial, Financial Advisors of Columbus, OH

Welcome to Your Personalized Service Recommendation!

Why Simple?

The Simple service is designed for individuals seeking straightforward financial guidance without complex needs. Here’s what you can expect:

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.

Advisor Access:

No assignment to a financial advisor or coach, but support staff is available for administrative questions.

Based on your answers, we recommend: Simple

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

Meetings per Year:

1

Investment Management:

Financial Planning:

Limited access to rF investment strategies and models.

No planning or investment advice, only management of any applicable investment accounts.

Ancillary Services:

Schedule a Complimentary Consultation:

Explore More About Simple:

Contact Us:

Disclaimer

Limited access to cash management and consulting services, business benefits plan design, and basic real estate consulting.

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

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

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

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.

Next Steps

Simple

Monthly Starting Fee:

$75

Includes:

• Manage investments directly
• Access to rFPW
• Get your "foot-in-the-door" plan
• 1 Meeting per Year
• Assignment and Access to a Financial Coach
• Seamlessly upgrade to our other service levels

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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