UC Retirement Fiduciary Advice
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 UC Retirement accounts (ARP, 403b, 457b, OPERS, & STRS).
Proudly Representing
______________________________________
Working with staff & faculty's UC Retirement
We do not work for any large financial or investment company. Instead, we work directly for our clients and then leverage multiple larger custodians to hold their actual accounts. At UC, the two most suitable custodians are TIAA CREF and Fidelity. We directly manage our clients' investment accounts through these investment firms and then build retirement plans that coordinate their OPERS, STRS, SS benefits etc. when they're ready.
What rebel Financial can do for you
and how we're different from the competitors
Independent and transparent:
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.
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.
Knowledgeable and specialized:
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 UC and know your particular benefits/opportunities as well.
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.
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.
How to work with us
|
|
*rebel Financial is an independent investment advisor and not affiliated with any of the retirement plan providers.
-
1
Choose how you want to work with us
Select the service level you want to use.
-
2
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.
-
3
Choose one of these three steps:
*Plus, our fee schedule on assets under management (AUM). The monthly fee is waived once you have more than $250,000 AUM. Universities without fee billing pay via monthly deduction from paypal with a 10% discount.
-
4
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.
Don't take our word for it.
See what others have to say.
*Google does not let us change or censor our reviews.
Check out our reviews on Google.
Unfortunately, we are prohibited from posting testimonials/reviews on our website by the SEC and the state regulatory authorities. However, we are allowed to have reviews on 3rd party sites on which we have no ability to manipulate them in our favor so that both positive and negative reviews can be equally evaluated by potential clients.Please view our reviews on Google Reviews by clicking here.
Check out our reviews on Angie's list.
Again, we are prohibited from posting testimonials/reviews on our website by the regulatory authorities. However, we believe that our clients' experiences and insights are an important part of evaluating whether you would like to hire us as your investment/planning advisor. We invite you to inspect our reviews on Angie's List by clicking here.
*You must be a member of Angie's List to view their reviews.
Get updated!
Join our newsletter and get the latest financial news right in your inbox.
