Our Mission
Successfully planning for your future requires placing a high degree of trust with your advisor and other trusted professionals. Sharing your inner aspirations and divulge information on your most valued possessions is what we care about in our advising. We value this trust that is placed in us and hold sacred our responsibilities to you, our clients, in this relationship.
Our Philosophy
rebel Financial is a true financial planning company that specializes in retirement & estate planning and is dedicated to serving the best interests of our clients above all other considerations.
We are:
Fee-only
Fiduciary
Simple & Transparent Pricing
Exceptional Service
Multiple Custodians
Cutting Edge Technology
The Team
Phil Ratcliff
President and Senior Financial Advisor.
Tony Jones
Lead Financial Advisor.
Jonathan Bailey
Financial Coach
Richard Fleeman
Administrative Associate
Acie Middleton
Paraplanner
Alex Laurenzi
Lead Marketing Associate
A team is only as strong as it 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.
Planning is our business
We'd love to have the opportunity to see how we might be able to help you plan for brighter financial future!
