W. Phil Ratcliff (CFP®, ChFC®, CLU)

W. Phil Ratcliff focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Insurance Related Issues
  • Investment Advice with Ongoing Management

Planning Specialties

Advisors For People. Not Profits.

Columbus OH Financial Advisor

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.

Columbus OH Financial Advisor

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