rebel Financial LLC

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W. Phil Ratcliff (CFP®, ChFC®, CLU)

W. Phil Ratcliff specializes in
the following areas of expertise:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Insurance Related Issues, including Annuities
  • Ongoing Investment Management
  • Planning Issues for Business Owners
  • Retirement Plan Investment Advice

Planning Specialties

rebel Financial is a very proactive firm that believes in serving our clients with the best available advice, tools and technology. We look out for our clients first and put people ahead profits:

We work with clients that are just starting out to clients with large estates to complete the most complex financial plans. Please check out our affordable service options below and schedule your appointment with us soon:

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If you want a firm that constantly strives to be the best in the industry and is committed to being a fee-only fiduciary to its clients then we might be the right fit for you.

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

Industry Start Date

August 01, 2013

rebel Financial LLC

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