Building a better financial future, one relationship at a time:
The rFPW Portal
Managing your financial goals has never been simpler. With our custom built rFPW portal, you'll have 24/7 access to all your accounts. No more going from site to site to manage your finances. And, with our convenient rFPW webinars, you'll learn how to handle everything on your own and save time!
Simple rebel - $40/mo.
This is our main DIY model that primarily utilizes online tools to help clients enter their own goals based planning scenarios and then we have one of our Support Advisors refine the plan and periodically check progress. This plan requires no accounts with rF.
eRebel - $75/mo.*
This plan is the next step up from the Simple rebel platform and utilizes a more sophisticated platform that enables a little more in-depth goal based-planning and offers the client an Associate Advisor and two video conference strategy meetings per year.
*Waived once you have $100,000 in assets under management (AUM) with rf.
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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.