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Sally Brandon, VP of Client Services, Rebalance IRA

Meet Sally

Sally Brandon, Vice President of Client Services at Rebalance, discusses why it’s so important to have a financial advisor you can count on. Continue reading

 
Get control over your long-term retirement planning

Helping Clients Feel In Control

Sally Brandon, Vice President, Client Services for Rebalance, on connecting with clients and helping them feel in control. Continue reading

 
Get control over your long-term retirement planning

A Sense Of Control

Sally Brandon, Vice President of Client Services, understands how unsettling it can be to have no sense of control of where your retirement is going. Continue reading

 
Get control over your long-term retirement planning

Taking The Emotion Out Of Retirement Investing

Sally Brandon, Vice President of Client Services, explains how Rebalance works to take the emotion out of retirement investing for their clients. Continue reading

 
Get control over your long-term retirement planning

The Power of Two Dedicated to You

Sally Brandon, Vice President of Client Services, discusses Rebalance’s power of two strategy for clients. Continue reading

 
Why reviewing your retirement plan should be annual

The Rebalance Annual Review

Sally Brandon explains what the Rebalance Annual Review is, and details how it helps our clients better understand their investments. Continue reading

 
Get control over your long-term retirement planning

How Do You Stay In Touch With Clients At Rebalance?

Sally Brandon, Vice President of Client Services, shares how Rebalance ensures that clients have a clear understanding of how their portfolio is invested. Continue reading

 
Women are better retirement investors than men

Women And Retirement Investing

Sally Brandon, Senior Vice President of Client Service & Advice, shares why it’s important for women to understand how their money is invested. Continue reading

 
Get control over your long-term retirement planning

What If I Have A 401(K) Plan With My Current Employer?

Sally Brandon, Vice President, Client Services for Rebalance talks about understanding the right type of investment vehicle for clients. Continue reading

 
Get control over your long-term retirement planning

What If I Have Multiple Retirement Accounts?

Sally Brandon, Vice President of Client Services, explains how Rebalance helps clients consolidate multiple retirement accounts. Continue reading

 
Get control over your long-term retirement planning

The New Client Experience

Vice President of Client Services, Sally Brandon shares what a new client can expect from working with Rebalance. Continue reading

 
Get control over your long-term retirement planning

Saving For College Vs. Retirement

Rebalance Vice President Sally Brandon on the importance of striking a balance between saving for retirement and your children’s college money. Continue reading

 
Get control over your long-term retirement planning

Helping Clients Retire With More

Vice President of Client Services, Sally Brandon explains how Rebalance helps clients get to where they want to be and retire with more. Continue reading

 
Financial planning gives you a sense of control over life

How Fees Impact Your Retirement Savings

Vice President of Client Services, Sally Brandon, on just how detrimental hidden fees can be to your nest egg savings. Continue reading

 
Sally Brandon, VP of Client Services, Rebalance IRA

Leading Edge Investing At A Low Cost

Sally Brandon on the simple principles that allow Rebalance to give clients the best retirement investments at the lowest price. Continue reading

 
Rebalancing your portfolio helps you retire with more money

Rebalancing Your Retirement Portfolio

Vice President of Client Services, Sally Brandon, details why portfolio rebalancing is an essential aspect of retirement investing best practices. Continue reading

 
Sally Brandon - Rebalance IRA's Fiduciary Standard

Rebalance’s Fiduciary Standard

Sally Brandon explains how Rebalance’s status as a fiduciary allows our firm to work for you, the client, and not for sales commissions. Continue reading

 
Sally Brandon -Rebalance IRA vs. Robo Advisors

Rebalance vs. Robo Advisors

Sally Brandon on what separates Rebalance from your typical robo advisory firm. Continue reading

 
    

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