Finally, affordable financial advice!

Our Simple rebel service lets you connect with an actual financial advisor, develop a long-term relationship of trust, leverage our powerful planning tools online, and allows you to expand your relationship with us as we help you towards greater financial success.

Simply $40/mo.

 
Sign up now

*Signup is fast, simple and you may cancel any time.

Proudly Representing:

CFP Logo
Fee only logo
NAPFA Logo
FPA Logo

Leveraging technology and efficiency to provide affordable advice

One of the difficult areas of providing quality investment advice at a price that is affordable is that properly educated/trained financial advisors are expensive and it is very difficult to do so profitably unless we can serve many more clients per advisor. Fortunately, technology and many of the procedural efficiencies that we can build upon its back are enabling us to break down these barriers and provide this service to many more people at a very affordable rate.

What Our Clients Say:

Green-Quotations-100x92Unfortunately, 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.

Automated Tools & Features:

  • Add all your accounts in one place.

    Connect your bank accounts, credit cards, mortgage, investment accounts, retirement accounts online so that you can see them in one place where they can update automatically and you can keep pace on your progress towards your personal goals.

  • Utilize powerful online planning tools

    Create a simple financial plan that encompasses your financial goals, such as college planning, buying a home, retirement, and many others.

  • Keep track of your financial progress

    Your online portal and plan will monitor your real-life progress to keep you, and your advisor, up-to-date as to how you’re doing and adjustments that may need to be made over time.

Personalized Service:

  • An advisor to review your plan

    Anytime you build/change your plan, your advisor will review and make sure that your plan is on track to succeed and he/she will keep up with you over time to offer insight and guidance.

  • Access to on-going advice as your life changes

    We will always take questions from you to help you streamline your financial situation on an as-needed basis.

  • Ability to upgrade as you grow

    As you grow and become successful you may require more/different levels of service and advice. We make this process easy, transparent, and maintain the continuity of the long-term relationship of trust that you will build with us.

Specific security recommendations
(Optional/Add-on service)

Simple rebel is primarily designed for individuals that want online tools to build/track financial progress, want straight-forward guidance from a financial professional, but do not really have any accounts for us to manage. However, if you want/need specific security advice on your 401k or another account that you hold with an outside financial company we can give you one-time investment selection recommendations for a nominal fee (0.15% of the value of the account in question).

Even More Reviews

Green-Quotations-100x92Again, 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.

We have priced this model below our costs because we believe that we can help our Simple rebel clients achieve great financial success, which will develop into the need of more of our services in future. Take advantage of our optimism and start to build a great relationship of financial success with a firm that believes in you!