Fiduciary Retirement Advice for Ohio Public Employees
Fiduciary advice means that we have a legal responsibility to look out for your best interests ahead of our own. We are one of the only financial companies providing a fiduciary level of planning and investment management advice directly to Ohio public employees; including OPERS, Ohio Police & Fire Pension, STRS, SERS, & Deferred Compensation.
A message from our President, Phil Ratcliff
*Even if you are not interested in becoming a client, this appointment is free and you can learn a lot from it.
Proudly Representing
Working with those who serve us
We do not work for any large financial, investment, or insurance company. Generally, there are not many financial firms that specialize in working with your pension or how your pension and other retirement assets will work together to provide for your retirement security. Furthermore, many of the insurance company providers/representatives that are available have very large conflicts of interest when it comes to making decisions about your pension and retirement elections. We can help you build a retirement plan that coordinates Pension, SS benefits, deferred compensation, and/or any other assets you've accumulated while you can feel confident in the fact that we have to look out for your best interests first.
What rebel Financial can do for YOU
and how we're different from competitors
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.
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.
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.
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.
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.
Fiduciary Advisors that work for YOU
Not for investment or insurance companies
*rebel Financial is an independent investment advisor and not affiliated with any of the retirement plan providers.
What rebel Financial can do for YOU
and how we're different from competitors
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.
Experience advisors that know your retirement
We specialize in working with public employees that have OPERS, STRS, or SERS. 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 12yrs and plan to continue for decades to come.
Fiduciary Advisors that work for YOU
Not for investment or insurance companies
*rebel Financial is an independent investment advisor and not affiliated with any of the retirement plan providers.
Stay updated with rebel Financial's newsletters!
Don't take our word for it.
See what others have to say.
Stay updated with rebel Financial's newsletters!
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
