ABOUT US
Welcome to Rebel Financial, a place where we believe in challenging the status quo of traditional financial strategies. With a rebellious mindset and inspiration drawn from the Infinite Banking Concept, we empower individuals like you to break free from limitations and design their own financial future. We go beyond the conventional notion of "save money and retire" by offering personalized solutions, allowing you to create a financing system aligned with your goals and aspirations. Our mission is to guide you on the path to financial independence, helping you unlock your true potential and design the life you desire. Join the rebellion to embark on a revolutionary journey towards financial empowerment and freedom.
Meet Our Rebel Leader
Nicole Tate - CFP® ChFC® WMCP® CLU® Financial Advisor
Nicole, a seasoned professional with a Bachelor's Degree in Business Administration, embarked on her financial services career in 2012. With a passion for building strong client relationships, coaching, and mentoring, she brings a wealth of knowledge and experience to her work at Rebel Financial. Recognizing the uniqueness of each client and their individual goals and dreams, Nicole invests time in understanding their aspirations and challenges. Through this personalized approach, she collaborates with clients to develop comprehensive plans that aim to build wealth, secure their future, and safeguard their families.
Nicole holds licenses in Life Insurance, Health Insurance, and Annuities, along with FINRA series 6, 7, 63, and 65 certifications. Her dedication to professional growth led her to achieve the esteemed designations of ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter) through the American College.
A proud lifelong resident of Indiana, Nicole resides in Brownsburg with her husband and two beloved dogs. During her leisure time, she cherishes moments spent with family, indulges in camping adventures, and enjoys the company of a good book.