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Do you suspect your 401k is under-performing, too expensive, or just not a good benefit for employees?
Your 401k plan/account is one of your most important benefits to help you plan/save towards a more prosperous financial future. Unfortunately, many plans have not been designed or maintained to deliver these benefits to employees efficiently. Whether it’s because the business has been too busy to keep up with the plan or because the plan selection was based solely on the relationship of key decision maker, or maybe there are just misconceptions about what is possible and the costs/work that would be involved to improve it now.
Regardless of the reason, it is possible to have a better plan, for a better cost and we will help make it an awesome benefit for both employers and employees, we only need the data to bring the information to light and build a good plan for how your employer can implement it efficiently and cost effectively; this is where you come in!
Just push the “Get Started Now!” button to give us the information (anonymously) so we can get started for you and your company to start building a better plan today!
Let us take a look under the hood and we’ll follow-up with your employer anonymously if there is a problem.
Proudly Representing
After your submission, what will we do?
Step 1: A video produced for your employer/owner/HR director
We will produce a video presentation which highlights the strengths, weaknesses, and opportunities that are available in your plan so that they have a succinct, personal summary of your plan and how we can help them/you make it better.
Step 2: We will use proprietary software to analyze your plan
We will immediately run your plan through our expert partners: fi360, 401k Fiduciary Optimizer, and E-valuator to find inefficiencies, potential liabilities, and develop a plan of action of how to make your 401k better. If your employer decided to implement we can usually have everything implemented within two months.
Who we are
rebel Financial is an independent local Registered Investment Advisor (RIA) that builds retirement plans for small to medium size business. We build our plans from scratch and bundle all services together to save you money and build great retirement plans for employers and employees.
Furthermore, we are Fiduciaries to our clients, which means that we put your interests before our own, and our 401k advisors are Certified Financial Planners (CFP®) and Accredited Investment Fiduciaries (AIF®).
Fee-only & a Fiduciary
Fee-only means that we only accept compensation from our clients and do not accept compensation from third parties and, as a fiduciary, we always represent our clients’ best interests first.
Experienced advisors that know your retirement
We specialize in working with public employees that have OPERS, STRS, or SERS or ARP. Furthermore, we have many clients at OU and know your particular benefits/opportunities as well.
Transparent Pricing
We are open and transparent in our pricing. We even produce a quarterly statement of all your fees so you know how much you pay and can quantify our value to you.
Professional Excellence
Our financial advisors are all Certified Financial Planners (CFP), who have at least a BA/BS, and we require that they complete at least 60 hours of continuing education per year.
Reduced Cost & Commitment
Because we don’t take commissions or work for a large financial firm we can drive down costs and remove restrictive contract terms. We always work at your discretion, no strings attached.
Dedication & Continuity
Whether you’re just starting your career, contemplating retirement, or are already retired we we can help you with your retirement planning. Furthermore, we’ve been serving staff & faculty for over 20yrs and plan to continue for decades to come.
Please visit our 401k website for more info:
If you want to learn more about the specifics of our 401k plans, pricing, current fund line-up, etc. please visit our website by clicking here.
*rebel Financial is an independent investment advisor and not affiliated with any of the retirement plan providers.
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rebel Financial is a registered investment adviser in Columbus, OH, serving clients throughout the nation.A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).5940 Clyde Moore Dr, Columbus, OH 43125 • Call 614-441-9605
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