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

This Office

5940 Clyde Moore Dr Groveport, OH 43125 Phone: (614) 441-9605 Fax: (614) 441-4150