Everplans is a secure online portal that helps you store and organize all your digital assets and vital documents in one place – similar to your rFPW vault. Everplans is unique because you have complete control over your portal with the ability to share information with whomever you want, whenever you want.
Opening an Everplan comes at no additional cost for our Gold and Silver clients – sign up below to get started on yours today!
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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