rF Flat Fee Pricing and Features Comparison
Social Security Optimization
$100
$100
- Personalized optimization plan.
- Detailed custom report.
- Strategy review with a support financial advisor.
- Assistance at filing time.
DIY Retirement Plan
$200
$200
- Guided DIY retirement plan.
- SS module included.
- Probability tested.
- Integrated Playzone that allows you to experiment.
- Ability to review your plan with an rF Advisor.
Standard Retirement Plan
$1000
$1000
- SS optimization plan.
- Simple review of pension options.
- Complete retirement plan stress testing.
- Assignment of an associate financial advisor.
- 1 data gathering meeting.
- 1 plan delivery & review meeting.
Pension Max Retirement Plan
$1500
$1500
- SS optimization plan.
- All services from the Basic Retirement Plan.
- Private/Public pension optimization.
- Ability to compare multiple retirement permutations.
- Assignment of an associate financial advisor.
- 1 data gathering meeting.
- 1 plan delivery & review meeting.
Complex Retirement Plan
$2500
$2500
- SS optimization plan.
- All services from the Standard Retirement Plan.
- 401k Net unrealized appreciation (NUA) testing.
- Executive benefits optimization.
- Assignment of a lead financial advisor.
- 1 data gathering meeting.
- 1 draft plan review meeting.
- 1 plan delivery & review meeting.
Silver Financial Plan
$3250
$3250
- SS optimization plan.
- All benefits from the Complex Retirement Plan.
- College/education planning.
- Major purchase, liquidation, and cash-flow planning.
- Risk analysis and Survivorship Planning.
- Investment review and recommendation.
- Simple tax planning.
- Simple estate planning/modeling.
- Assignment of a senior financial advisor.
- 1 data gathering meeting.
- 1 draft plan review meeting.
- 1 plan delivery & review meeting.
Gold Financial Plan
$4000
$4000
- SS optimization plan.SS optimization plan.
- All benefits from the Silver Financial Plan.
- Comprehensive tax planning and 1040 review.
- Complete estate planning.
- Assignment of a senior financial advisor.
- 1 data gathering meeting.
- 1 draft plan review meeting.
- 1 plan delivery & review meeting.
* Discounts may be applied where applicable and when warranted, at the discretion of rebel Financial LLC.
No sure which plan to choose or want to interview us before deciding?
