FP Alpha is an AI-driven comprehensive financial planning solution that enables us to provide actionable and personalized recommendations to clients in a scalable, intelligent, and cost-efficient manner, all while remaining complementary to current retirement planning software.
*Advyzon, yHLsoft Inc, www.advyzon.com/main/index.html, Accessed 7, Sept. 2021
Holistiplan is a software that helps make the financial planning process faster, more consistent, and more efficient for each and every client. This software creates PDF tax return reports and can even predict future taxes.
Holistiplan, Holisitplan Inc, www.holisiplan.com/ Accessed 7, Sept. 2021
GruntWorx helps us save you time and money by giving us access to automatic data entry and source file organization. GruntWorx gets rid of manual organization and entry to create a seamless and easy experience.
Clients who utilize our tax prep service also receive extra protection. Should you be audited or need tax Fraud assistance, we utilize a service that would help you and it is included in our tax prep service for each client at no additional charge. For more information, click below.
Crypto currency, which should actually be called Digital Assets, are becoming an increasingly important asset class based on the technology of blockchain. Many important industry experts and scholars believe they will become one of most important technological/financial advances of the early 21st century. Additionally, early research and application are demonstrating that Digital Assets may be one of the most important parts of your portfolio’s growth over the next 10-25 years. rebel Financial is taking a proactive stance in modern portfolio design by creating portfolios with small allocations to Digital Assets which can potentially increase rate of return by ~0.5% - 2%/year while minimizing overall downside risk through research and disciplined rebalancing.
Learn more in our client brochure:
We are always taking on new clients! Whether you are just starting out or well into retirement, we have a plan and financial advisor for you. Feel free to visit our main website to learn more, or call us at (614) 441-9605.
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