About Us

Successfully planning for your future requires placing a high degree of trust with your advisor and other trusted professionals. You must share your inner aspirations and divulge information on your most valued possessions. We value this trust that is placed in us and hold sacred our responsibilities to you, our clients, in this relationship.

Our Team

[text_block style=”style_1.png” align=”left” font_size=”17″ font_color=”%23fcfcfc” bottom_padding=”30″ line_height=”27″]A team is only as strong as its individual parts. Fortunately, one of the strengths of being small is that we have the ability to recruit, train, and monitor all of our team members on an individual basis. We are proud of the wonderful team we have to serve you.[/text_block]

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  W Phil Ratcliff

  President and Senior Financial Advisor. Read more.

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  Jonathan Bailey

  Financial Coach. Read more.

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  Tony Jones

  Lead Financial Advisor. Read more.

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  Acie Middleton

  Paraplanner. Read more. 

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  Richard Fleeman

  Administrative Specialist.                               Read more.

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  Alex Laurenzi

  Lead Marketing Associate.                Read more. 

Our Tax Preparation Philosophy

[text_block style=”style_1.png” align=”left” font_size=”17″ bottom_padding=”30″ line_height=”27″]At rebel Financial we believe in helping people to “Liberate their Financial Future” and  tax preparation was always something that has frustrated us so we created our own solution for clients. rFTax is our newest service born because we were unhappy with the three most common choices for most taxpayers: 1-Online DIY software that leaves most taxpayers feeling very uncertain about their returns, 2-Big box tax retailers which charge way too much for basically having someone else fill in the online software, or 3-Expensive CPA firms that are generally very good but too expensive and overkill for most taxpayers.

So we wanted to create a service for our clients that matched many CPA firms’ quality but in a very customer-centric manner, at a cost that was less than what most of big-box tax retail preparers would charge. Our goal is to provide our clients with very accurate, convenient, high-speed and affordable tax preparation. While we are very excited and confident in our new tax preparation services,we want to be clear that we still routinely recommend hiring a larger CPA firm or tax attorney if/when your situation becomes overly complex and/or unique.[/text_block]

Our Investment Philosophy

[text_block style=”style_1.png” align=”left” font_size=”17″ line_height=”27″]Investment management is the most common service we perform for our clients. It is not the core of what we do, that is planning we mentioned above, but it is the main means by which we help our clients leverage their hard work and capital to accomplish their goals. Our general philosophy shines through into our investing because we manage our clients’ money very scientifically and systematically by helping them choose an investment strategy that will help them achieve their goals with the highest probability of success with the statistically least amount of risk for their specific goals and desires. Read more.[/text_block]

Our Financial Planning Philosophy

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