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Do you know your options with your University retirement benefits? We have an open system of allowing University employees to choose their investment provider and then decide which investment advisor they want to manage their assets.
*This allows you to separate the product from the advice so that you can pair the best of both worlds and/or only select the services that you require.*
[/vc_column_text][vc_empty_space][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”40″][vc_custom_heading text=”Our Strategic Relationships” font_container=”tag:h2|text_align:center|color:%237a449a” use_theme_fonts=”yes”][vc_column_text css_animation=”none”]
We have made strong relationships with many financial companies so we may represent your interests in a stronger and more profound way. At the Ohio universities, we generally manage our client accounts through the deep discount custodians available at your institution (for ARP, 403b, & 457b accounts) so we can help you choose the best investment platform for your needs and then pair it with non-biased, credentialed, and fiduciary-based advice.
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One of the largest employer-sponsored retirement plan providers in the United States, Fidelity offers a platform with the widest range of investment options available to University employees for a reasonable cost (if we use index funds then it is the lowest cost available).
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As the largest employer-sponsored retirement plan providers to Universities in the United States, TIAA CREF offers a platform with the lowest cost annuity options available to University employees. TIAA CREF’s platform is also an annuity option that has the ability to be converted into lifetime income payments at retirement.
[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”50″][vc_empty_space height=”50″][/vc_column][/vc_row][vc_row content_placement=”middle”][vc_column css=”.vc_custom_1600432698410{margin-right: 10px !important;margin-left: 10px !important;border-top-width: 5px !important;border-right-width: 5px !important;border-bottom-width: 5px !important;border-left-width: 5px !important;border-left-color: rgba(122,68,154,0.4) !important;border-left-style: solid !important;border-right-color: rgba(122,68,154,0.4) !important;border-right-style: solid !important;border-top-color: rgba(122,68,154,0.4) !important;border-top-style: solid !important;border-bottom-color: rgba(122,68,154,0.4) !important;border-bottom-style: solid !important;border-radius: 10px !important;}”][vc_custom_heading text=”Understanding your Benefits for Better Planning” font_container=”tag:h3|text_align:center|color:%237a449a” use_theme_fonts=”yes”][vc_separator align=”align_left” border_width=”3″][vc_empty_space height=”16″][vc_column_text css_animation=”none”]
Since many of our clients are University employees, we have an intricate understanding of your benefits, OPERS, and STRS. Given these specialty planning considerations, changes to the pension systems, and the ever-changing financial planning environment, we are in an ideal position to help our University employees.
[/vc_column_text][vc_empty_space][vc_custom_heading text=”Learn More How rebel Helps Their Clients With Retirement Planning” font_container=”tag:h4|text_align:center|color:%237a449a” use_theme_fonts=”yes”][vc_empty_space height=”50px”][vc_row_inner][vc_column_inner width=”1/4″][vc_icon icon_fontawesome=”fas fa-landmark” color=”black” size=”xl” align=”center” link=”url:https%3A%2F%2Frebelfinancial.com%2Fplanning-specialties%2Fretirement-planning%2Fstrs-retirement-planning%2F|target:_blank”][vc_custom_heading text=”STRS Retirement Planning” font_container=”tag:h5|text_align:center|color:%237a449a” use_theme_fonts=”yes” link=”url:https%3A%2F%2Frebelfinancial.com%2Fplanning-specialties%2Fretirement-planning%2Fstrs-retirement-planning%2F|target:_blank”][/vc_column_inner][vc_column_inner width=”1/4″][vc_icon icon_fontawesome=”fa fa-briefcase” color=”black” size=”xl” align=”center” link=”url:https%3A%2F%2Frebelfinancial.com%2Fplanning-specialties%2Fretirement-planning%2Fohio-public-employees-retirement-system-opers-retirement-planning%2F||target:%20_blank|”][vc_custom_heading text=”OPERS Retirement Planning” font_container=”tag:h5|text_align:center|color:%237a449a” use_theme_fonts=”yes” link=”url:https%3A%2F%2Frebelfinancial.com%2Fplanning-specialties%2Fretirement-planning%2Fohio-public-employees-retirement-system-opers-retirement-planning%2F||target:%20_blank|”][/vc_column_inner][vc_column_inner width=”1/4″][vc_icon icon_fontawesome=”far fa-file-alt” color=”black” size=”xl” align=”center” link=”url:https%3A%2F%2Frebelfinancial.com%2Fplanning-specialties%2Fretirement-planning%2Fwep-gpo%2F|target:_blank”][vc_custom_heading text=”WEP & GPO” font_container=”tag:h5|text_align:center|color:%237a449a” use_theme_fonts=”yes” link=”url:https%3A%2F%2Frebelfinancial.com%2Fplanning-specialties%2Fretirement-planning%2Fwep-gpo%2F|target:_blank”][/vc_column_inner][vc_column_inner width=”1/4″][vc_icon icon_fontawesome=”fa fa-paper-plane” color=”black” size=”xl” align=”center” link=”url:https%3A%2F%2Frebelfinancial.com%2Fohios-universities-alternative-retirement-program-arp%2F||target:%20_blank|”][vc_custom_heading text=”ARP Planning” font_container=”tag:h5|text_align:center|color:%237a449a” use_theme_fonts=”yes” link=”url:https%3A%2F%2Frebelfinancial.com%2Fohios-universities-alternative-retirement-program-arp%2F||target:%20_blank|”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/4″][/vc_column_inner][vc_column_inner width=”1/4″][vc_icon icon_fontawesome=”fas fa-copy” color=”black” size=”xl” align=”center” link=”url:https%3A%2F%2Frebelfinancial.com%2F403b-the-401k-of-the-non-profit-world%2F|target:_blank”][vc_custom_heading text=”403b Supplemental Retirement Plan” font_container=”tag:h5|text_align:center|color:%237a449a” use_theme_fonts=”yes” link=”url:https%3A%2F%2Frebelfinancial.com%2F403b-retirement-planning%2F|target:_blank”][/vc_column_inner][vc_column_inner width=”1/4″][vc_icon icon_fontawesome=”fa fa-file-text” color=”black” size=”xl” align=”center” link=”url:https%3A%2F%2Frebelfinancial.com%2Frebel-financial-457b-deferred-compensation%2F||target:%20_blank|”][vc_custom_heading text=”457b Deferred Compensation Plan” font_container=”tag:h5|text_align:center|color:%237a449a” use_theme_fonts=”yes” link=”url:https%3A%2F%2Frebelfinancial.com%2Frebel-financial-457b-deferred-compensation%2F||target:%20_blank|”][/vc_column_inner][vc_column_inner width=”1/4″][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”50px”][vc_empty_space height=”50px”][vc_custom_heading text=”Bringing It All Together” font_container=”tag:h2|text_align:center|color:%237a449a” use_theme_fonts=”yes”][vc_separator align=”align_left” border_width=”3″][vc_empty_space][vc_column_text css_animation=”none”]
We are one of the only Fiduciary standards available on campus. We always represent our clients’ interests ahead of our own and we are one of the only financial firms managing ARP, 403b, and 457b accounts at Ohio Universities to state this plainly and openly. Learn about how we are a fiduciary firm and why that’s important for you.
[/vc_column_text][vc_empty_space][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”50px”][vc_custom_heading text=”Institutions We Currently Can Work With” font_container=”tag:h2|text_align:center|color:%237a449a” use_theme_fonts=”yes”][vc_empty_space height=”10px”][vc_column_text]
Don’t see your institution? Schedule an appointment with us and we will happily work with you to get where you need to be.
[/vc_column_text][vc_separator align=”align_left” border_width=”3″][vc_empty_space height=”50″][vc_row_inner][vc_column_inner width=”1/2″][vc_custom_heading text=”Ohio State University” font_container=”tag:h4|text_align:center” use_theme_fonts=”yes” link=”url:https%3A%2F%2Frebelfinancial.com%2Fwho-we-serve%2Funiversity-employees%2Fohio-state-university-osu-retirement-planning%2F||target:%20_blank|”][vc_btn title=”Learn More” style=”flat” shape=”square” color=”violet” size=”lg” align=”center” link=”url:https%3A%2F%2Frebelfinancial.com%2Fwho-we-serve%2Funiversity-employees%2Fohio-state-university-osu-retirement-planning%2F||target:%20_blank|”][vc_empty_space height=”20px”][/vc_column_inner][vc_column_inner width=”1/2″][vc_custom_heading text=”Ohio University” font_container=”tag:h4|text_align:center” use_theme_fonts=”yes” link=”url:https%3A%2F%2Frebelfinancial.com%2Fwho-we-serve%2Funiversity-employees%2Fohio-university-ou-retirement-planning%2F||target:%20_blank|”][vc_btn title=”Learn More” style=”flat” shape=”square” color=”violet” size=”lg” align=”center” link=”url:https%3A%2F%2Frebelfinancial.com%2Fwho-we-serve%2Funiversity-employees%2Fohio-university-ou-retirement-planning%2F||target:%20_blank|”][vc_empty_space height=”20px”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][vc_custom_heading text=”Wright State University” font_container=”tag:h4|text_align:center” use_theme_fonts=”yes” link=”url:https%3A%2F%2Frebelfinancial.com%2Fwho-we-serve%2Funiversity-employees%2Fwright-state-university-retirement%2F||target:%20_blank|”][vc_btn title=”Learn More” style=”flat” shape=”square” color=”violet” size=”lg” align=”center” link=”url:https%3A%2F%2Frebelfinancial.com%2Fwho-we-serve%2Funiversity-employees%2Fwright-state-university-retirement%2F||target:%20_blank|”][/vc_column_inner][vc_column_inner width=”1/3″][vc_custom_heading text=”University of Cincinnati” font_container=”tag:h4|text_align:center” use_theme_fonts=”yes” link=”url:https%3A%2F%2Frebelfinancial.com%2Fwho-we-serve%2Funiversity-employees%2Funiversity-cincinnati-uc-retirement-planning%2F||target:%20_blank|”][vc_btn title=”Learn More” style=”flat” shape=”square” color=”violet” size=”lg” align=”center” link=”url:https%3A%2F%2Frebelfinancial.com%2Fwho-we-serve%2Funiversity-employees%2Funiversity-cincinnati-uc-retirement-planning%2F||target:%20_blank|”][/vc_column_inner][vc_column_inner width=”1/3″][vc_custom_heading text=”Columbus State” font_container=”tag:h4|text_align:center” use_theme_fonts=”yes” link=”url:https%3A%2F%2Frebelfinancial.com%2Fwho-we-serve%2Funiversity-employees%2Fcolumbus-state-retirement-planning%2F||target:%20_blank|”][vc_btn title=”Learn More” style=”flat” shape=”square” color=”violet” size=”lg” align=”center” link=”url:https%3A%2F%2Frebelfinancial.com%2Fwho-we-serve%2Funiversity-employees%2Fcolumbus-state-retirement-planning%2F||target:%20_blank|”][/vc_column_inner][/vc_row_inner][vc_empty_space height=”50px”][vc_empty_space][/vc_column][/vc_row]
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.
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