W. Phil Ratcliff (AIF®, CFP®, ChFC®, CLU)
W. Phil Ratcliff focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Business Owners
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
Planning Specialties
Advisors For People. Not Profits.
Phil Ratcliff is a Columbus, OH certified Fee-Only financial planner and Registered Investment Advisor. rebel Financial provides comprehensive financial planning, retirement planning, college planning, and investment management to help people plan for a brighter financial future, while adhering to their core values. rebel Financial has a fiduciary duty to serve the client’s best interests.
rebel Financial LLC is a registered investment adviser. A more detailed description of the company, its management and practices are contained in its "Firm Brochure (Form ADV, Part 2A)."
Additional Information
rebel Financial LLC is a registered investment adviser. A more detailed description of the company, its management and practices are contained in its "Firm Brochure (Form ADV, Part 2A)."
NAPFA Start Date
February 06, 2015
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