Fiduciary Retirement Advice at Ohio University
Fiduciary advice means that we have a legal responsibility to look out for your best interests ahead of our own. We are the only financial company providing a fiduciary level of planning and investment management advice directly on Ohio University retirement accounts (ARP, 403b, 457b, OPERS, & STRS).
Proudly Representing
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Working with Ohio University staff & faculty
What rebel Financial can do for you
and how were different from the competitors
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Fee-only & a Fiduciary
Fee-only means that we only accept compensation from our clients and do not accept compensation from 3rd parties and, as a fiduciary, we always represent our clients’ best interests 1st.
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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.
1) View all client service models.
2) View all flat-fee planning models. -
Reduced cost & committment
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.
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Experienced 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.
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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.
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Dedication and 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 Advisor that works for YOU
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Not for investment or insurance companies
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*rebel Financial is an independent investment advisor and not affiliated with any of the retirement plan providers.
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Choose how you want to work with us
Select the service level you want to use.
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Transfer/Set-up Accounts
Already have accounts for TIAA or Fidelity? Great! We can manage those for you. If not, we will work with your to transfer your accounts to TIAA or Fidelity.
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Choose one of these three steps:
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Client Agreement
After you decide to move forward, we will send you a client agreement and coordinate with you to build your financial plan. There may be extra steps depending on your individual circumstances.
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