Ohio State University - OSU Retirement Planning

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Fiduciary Retirement Advice at OSU

[headline style="1" font_size="44" font_color="%23ffffff" align="left"]<span style="color: #000000;">Fiduciary Retirement Advice at OSU</span>[/headline]

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Wouldn’t it be nice to know that you have a financial advisor/firm that had to look our for your best interests ahead of their own? This is what being a fiduciary means and rebel Financial stands proud to always represent the Staff and Faculty of The Ohio State University as fiduciaries.*

[headline style="1" font_size="26" font_color="%23ffffff" align="left" line_height="32"]<span style="color: #000000;">Wouldn't it be nice to know that you have a financial advisor/firm that had to look our for your best interests ahead of their own? This is what being a fiduciary means and rebel Financial stands proud to always represent the Staff and Faculty of The Ohio State University as fiduciaries.*</span>[/headline]

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*To our knowledge, we are the only financial company providing a fiduciary level of planning and investment management advice directly on OSU retirement accounts (ARP, 403b, 457b, OPERS, & STRS).

[headline style="1" font_size="16" font_color="%23ffffff" align="left" line_height="32"]<span style="color: #454545;"><i>*To our knowledge, we are the only financial company providing a fiduciary level of planning and investment management advice directly on OSU retirement accounts (ARP, 403b, 457b, OPERS, &amp; STRS).</i></span>[/headline]

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Schedule a Consultation

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[text_block style=”style_1.png” align=”center” font_size=”17″ font_color=”%23d9d9d9″ top_padding=”2″ width=”460″]*Initial appointments are complimentary.[/text_block]

[text_block style="style_1.png" align="center" font_size="17" font_color="%23d9d9d9" top_padding="2" width="460"]<em>*Initial appointments are complimentary.</em>[/text_block]

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Call Us

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Proudly Representing
______________________________________

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[text_block style="style_1.png" align="left"]<p style="text-align: center;"><span style="color: #bb0000;"><strong>Proudly Representing</strong><br />
______________________________________</span></p>[/text_block]

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Working with OSU staff & faculty

[headline style="1" font_size="30" font_color="%23ffffff" align="left"]<span style="color: #ffffff;">Working with OSU staff &amp; faculty</span>[/headline]

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[text_block style=”style_1.png” align=”left” top_padding=”10″ width=”460″]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 OSU, 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.[/text_block]

[text_block style="style_1.png" align="left" top_padding="10" width="460"]<span style="color: #ffffff;">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 OSU, 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.</span>[/text_block]

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What rebel Financial can do for you

[headline style="1" font_size="30" font_color="%233e4248" align="center" headline_tag="h2"]What rebel Financial can do for you[/headline]

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and how we’re different from the competitors

[headline style="1" font_size="20" font_color="%233e4248" align="center" headline_tag="h2"]and how we're different from the competitors[/headline]

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Independent and transparent:

[headline style="1" font_size="25" font_color="%232e2e2e" align="left"]<span style="color: #000000;">Independent and transparent:</span>[/headline]

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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.
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.

[feature_block style="icon"  overall_style="icon" columns="1" icon_style="icon" font_size="17" content_font_size="14"][feature title="Fee-only%20%26%20a%20Fiduciary" icon="100.png" upload_icon="" bg_color="" href=""]<span style="color: #000000;">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.</span>[/feature] [feature title="Transparent%20pricing" icon="106.png" upload_icon="" bg_color="" href=""]<span style="color: #000000;">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.</span></p>
<p><span style="color: #000000;">1)</span> <a href="http://rebelfinancial.com/rebel-financial-pricing-features-comparison/" target="_blank" rel="noopener">View all client service models.</a><br />
<span style="color: #000000;">2)</span> <a href="http://rebelfinancial.com/rf-flat-fee-pricing-features-comparison/" target="_blank" rel="noopener">View all flat-fee planning models.</a>[/feature] [feature title="Reduced%20cost%20%26%20committment" icon="113.png" upload_icon="" bg_color="" href=""]<span style="color: #000000;">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.</span>[/feature] [/feature_block]

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Knowledgeable and specialized:

[headline style="1" font_size="25" font_color="%23292929" align="left"]<span style="color: #000000;">Knowledgeable and specialized:</span>[/headline]

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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 OSU 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.

[feature_block style="icon"  overall_style="icon" columns="1" icon_style="icon" font_size="17" content_font_size="14"][feature title="Experienced%20advisors%20that%20know%20your%20retirement%20" icon="114.png" upload_icon="" bg_color="" href=""]We specialize in working with public employees that have OPERS, STRS, or SERS. Furthermore, we have many clients at OSU and know your particular benefits/opportunities as well.[/feature] [feature title="Professional%20excellence" icon="78.png" upload_icon="" bg_color="" href=""]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.[/feature] [feature title="Dedication%20and%20continuity" icon="104.png" upload_icon="" bg_color="" href=""]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 &amp; faculty for over 12yrs and plan to continue for decades to come.[/feature] [/feature_block]

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Fiduciary Advisor that works for YOU

[headline style="17" font_size="32" align="center" headline_tag="h2"]<h2>Fiduciary Advisor that works for YOU</h2>[/headline]

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Not for investment or insurance companies

[headline style="17" font_size="20" align="center" headline_tag="h2"]<h2>Not for investment or insurance companies</h2>[/headline]

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[text_block style=”style_1.png” align=”left” font_size=”12″ font_style=”italic”]

*rebel Financial is an independent investment advisor and not affiliated with any of the retirement plan providers.

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[text_block style="style_1.png" align="left" font_size="12" font_style="italic"]<p style="text-align: center;">*rebel Financial is an independent investment advisor and not affiliated with any of the retirement plan providers.</p>[/text_block]

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1

Choose how you want to work with us

Select the service level you want to use

[step_graphics style="1" color="#bb0000"][step style="1" text="1" headline="Choose%20how%20you%20want%20to%20work%20with%20us"]%3Cp%3ESelect%20the%20service%20level%20you%20want%20to%20use%3C%2Fp%3E%0A[/step][/step_graphics]

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Check out our pricing

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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.

[step_graphics style="1" color="#bb0000"][step style="1" text="2" headline="Transfer%2FSet-up%20Accounts"]%3Cp%3EAlready%20have%20accounts%20for%20TIAA%20or%20Fidelity%3F%20Great!%20We%20can%20manage%20those%20for%20you.%20If%20not%2C%20we%20will%20work%20with%20your%20to%20transfer%20your%20accounts%20to%20TIAA%20or%20Fidelity.%3C%2Fp%3E%0A[/step][/step_graphics]

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3

Choose one of these three steps:

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Schedule a free consultation

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Ready to get started now

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Start a Free Trial

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[text_block style=”style_1.png” align=”left”]*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.[/text_block]

[text_block style="style_1.png" align="left"]*Plus, our <a href="https://rebelfinancial.com/wp-content/uploads/2019/07/Fee-schedules-20195-e1564075734250.jpg" target="popup">fee schedule</a> 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.[/text_block]

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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.

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Don’t take our word for it.

[headline style="1" font_size="40" align="center" headline_tag="h2"]<span style="color: #ffffff;">Don't take our word for it.</span>[/headline]

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See what others have to say.

[headline style="1" font_size="40" align="center" headline_tag="h2"]<span style="color: #ffffff;">See what others have to say.</span>[/headline]

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[images style="3" image="https%3A%2F%2Fosuretirement.com%2Fwp-content%2Fuploads%2F2020%2F09%2FReview-us-on-google.png" width="3000" link_url="https%3A%2F%2Fwww.google.com%2Fsearch%3Fq%3Drebel%2Bfinancial%26oq%3Drebel%2Bfinancial%26aqs%3Dchrome..69i57j69i60l3j69i65j0.2895j1j4%26sourceid%3Dchrome%26es_sm%3D93%26ie%3DUTF-8%23lrd%3D0x883863d454aded5b%3A0x5af9940844d29522%2C1%2C%2C" new_window="Y" align="center" top_margin="0" alt_text="rebel%20Financial%20Google%20Reviews" full_width="Y"]

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[text_block style=”style_1.png” align=”left” font_size=”11″ font_font=”Arial” font_color=”%23ffffff”]

*Google does not let us change or censor our reviews.

[/text_block]

[text_block style="style_1.png" align="left" font_size="11" font_font="Arial" font_color="%23ffffff"]<p style="text-align: center;"><span style="color: #ffffff;">*Google does not let us change or censor our reviews.</span></p>[/text_block]

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Check out our reviews on Google.

[headline style="1" font_size="26" align="center" headline_tag="h2"]<span style="color: #ffffff;">Check out our reviews on Google.</span>[/headline]

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[text_block style=”style_1.png” align=”left”]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.[/text_block]

[text_block style="style_1.png" align="left"]<span style="color: #000000;"><span style="color: #ffffff;">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.</span> </span><span style="color: #7a449a;"><a style="color: #7a449a;" href="https://www.google.com/search?q=rebel+financial&amp;oq=rebel+financial&amp;aqs=chrome..69i57j69i60l3j69i65j0.2895j1j4&amp;sourceid=chrome&amp;es_sm=93&amp;ie=UTF-8#lrd=0x883863d454aded5b:0x5af9940844d29522,1,," target="_blank" rel="noopener">Please view our reviews on Google Reviews by clicking here.</a></span>[/text_block]

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[text_block style=”style_1.png” align=”left”]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.[/text_block]

[text_block style="style_1.png" align="left"]<span style="color: #ffffff;">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.</span><span style="color: #7a449a;"> <a style="color: #7a449a;" href="https://www.angieslist.com/companylist/us/oh/gahanna/rebel-financial-llc-reviews-8161514.htm" target="_blank" rel="noopener">We invite you to inspect our reviews on Angie's List by clicking here.</a></span>[/text_block]

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[text_block style=”style_1.png” align=”left” font_size=”11″ font_font=”Arial”]

*You must be a member of Angie’s List to view their reviews.

[/text_block]

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Fiduciary Retirement Advice at OSU

Wouldn’t it be nice to know that you have a financial advisor/firm that had to look our for your best interests ahead of their own? This is what being a fiduciary means and rebel Financial stands proud to always represent the Staff and Faculty of The Ohio State University as fiduciaries.*

*To our knowledge, we are the only financial company providing a fiduciary level of planning and investment management advice directly on OSU retirement accounts (ARP, 403b, 457b, OPERS, & STRS).

Working with OSU staff & faculty

What rebel Financial can do for you

and how we’re different from the competitors

Independent and transparent:

Fee-only & a Fiduciary

Transparent pricing

Reduced cost & committment

Knowledgeable and specialized:

Experienced advisors that know your retirement

Professional excellence

Dedication and continuity

Fiduciary Advisor that works for YOU

Not for investment or insurance companies

Don’t take our word for it.

See what others have to say.

Check out our reviews on Google.

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