Expert Advice

Helping Clients Retire With More

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

Sally Brandon: I’m very much of a planner and I love to feel in control, so I can understand how unsettling it is or our clients who come to us and don’t have that sense of control of where their retirement is going. For us to put a retirement investment strategy in place, and to really help these clients get to where they want to be and have that sense of control is a great feeling!