Why Rebel Rock Wealth?
Let’s face it, most of us were never taught the fundamentals about money and personal finance at school or at home. The industry still offers the same advice as it did 40 years ago, but so much has changed. How can that same advice apply today?
Rebel Rock Wealth helps Independent Thinkers understand how money really works so they feel empowered to make smart financial decisions for themselves, their family, and their business. Our clients maintain control of their money, get educated along the way, and have a coach to guide them along their wealth journey.
Lesley Batson
Chief Wealth Strategist, Rebel Rock Wealth
How We Help You Grow & Protect Your Money
Rebel Rock Wealth serves clients throughout the United States and beyond. We take pride in guiding individuals about the fundamentals of money and basic economics.
Our mission is to help you:
Improve Your Cashflow
Grow Your Money
Reduce Your Taxes
and Protect Your Legacy
Services We Offer
Insurance
It is important to protect your income and your assets as you build wealth.
Your focus might be to build your wealth with .guarantees and little risk. It might be to protect your paycheck, to replace your lost income to your family upon your death, or to protect your home equity. It might be to create a guaranteed income stream for when you stop working. All of these goals are about risk management.
Let’s discuss some strategies to manage your risk, potentially reduce your tax burden, and provide you a better alternative to maxing your contributions into qualified retirement plans for their perceived tax benefits.
Life Insurance
Long-term Disability Insurance (Income Protection)
Annuities
Rebel Rock Coaching Programs
Our Coaching programs are about establishing and implementing wealth strategies for:
Cash flow Control
Debt Paydown Strategy
Protection (life insurance, income protection, annuities, estate planning)
Wealth Accumulation - diversify your investments beyond Wall Street
We offer this for both your personal finances as well as your business finances. The goal is to educate along the way so you understand the recommendations presented and can make informed decisions as we put plot your wealth journey.
analysis
Our team of strategic partners and specialists collaborate to provide a fresh set of eyes to review your current financial plan. Sometimes you need an objective third-party review to help you understand if you should continue on your path or if changes need to be put in place. You don’t know what you don’t know.
Have you been with your financial advisor for a while and you aren’t sure if you will reach your goals?
Do you have a DIY financial plan and want a professional to review what you have planned?
Do you have questions about one or more insurance policies you’ve had for a while?
Do you need a financial professional to help you understand what is missing from your overall plan?
Wealth-Building Education Workshops
Have one of our Wealth Strategist lead a workshop for your group. We can customize a program that works for your meeting or event. The workshop can last from one hour to multiple days, it can cover one topic or several, it can be online or in-person and it can be held for:
Corporate Executives
Company ERGs (employee resource groups)
Professional Athletes
Professional Sports Organizations
Professional Associations
Social and Fraternal Organizations
Family Retreats
…other groups and gatherings
Improve Your Cashflow.
Grow Your Money.
Reduce Your Taxes.
Protect Your Legacy.
