Many investors have taken advantage of pretax contributions to their company’s employer-sponsored retirement plan and/or make annual contributions to an IRA. If you participate in a qualified plan program you may be overlooking an important housekeeping issue: beneficiary designations. An improper designation could make life difficult for your family in the event of your untimely […]
Fiduciary & Fee-Only Financial Advisors and Planners
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to individual and institutional clients. A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part2A).
Contact: 614-441-9605 / firstname.lastname@example.org