Sound Investment Advice in Columbus

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There are thousands of places where you can find investment advice, but not every source is credible and not all advice is dependable. At rebel Financial in Columbus, our philosophy is to help our clients find the highest probability path to accomplish their financial goals, help them stay on track once those goals are identified, and adjust their course as life change occurs. We know that investing can be confusing, and we’ll help you make sense of all the choices that are set out before you.

We want our clients to understand that investing doesn’t always work out as planned, but we will always have strategies in place to account for the changing markets. There is no true way to statistically “beat” the market over the long-term, and we never recommend market-timing strategies, since they often turn out to be too expensive and ineffective. We combine relationship, market knowledge, technology, and a smart process to improve our client’s returns, bringing them closer to their goals every single day.

Many of our clients come to us with a vague idea of what they what to invest in, or they’ve tried managing their money themselves for a long time. We understand that the market can be intimidating, and you want promises of positive returns for your investments. We believe that with sound investment advice, a clear strategy, and a specific philosophy, you can enjoy success both now and in the future. To learn more about our investment services, contact us and we’ll begin formulating a plan for your finances. As an advisor in Columbus, we can help you make sense of investing.

 

Post by Phil Ratcliff

Phil Ratcliff, President of rebel Financial, is a senior financial advisor that holds an AIF®, CFP®, ChFC®, and CLU® certifications. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.