What Makes Your Financial Plan Unique?

Starting your investment portfolio can seem like a challenge, especially with the vast number of stocks, mutual funds, and other options out there. What is important is to figure out what makes your financial plan unique, and how you can make your money work for you, not against you. If you have friends or coworkers that are recommending certain stocks or bonds, take the time to sit down with a financial advisor in Columbus to decide what the best course of action will be.

As your advisor, we’ll help you discover what your financial personality is, and how it differentiates you from other investors. While one stock or fund might be good for one, it might not be good for another, and instead of just telling you what we think is best, we’ll work with you on a comprehensive plan that makes the most sense for you, your family, and your future. We know there are countless financial television and radio shows that can give some good insights, but until you sit down and decide what is best for your money, applying general financial theories and practices can do more harm than good.

To get started on your investments, make an appointment with rebel Financial today. We believe that there is a better way to invest your money, and we won’t stop working until we’ve found the specific method that works for you. You may have started your portfolio many years ago and been fairly hands-off since then, or you might be very involved in where your money is and where you want it to go. Whatever the case may be, we’ll be proud to be your financial advisor.


Post by Phil Ratcliff

Phil Ratcliff, President of rebel Financial, is a senior financial advisor that holds an AIF®, CFP®, ChFC®, and CLU® certifications. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.