Expert Advice

The New Client Experience

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

Sally Brandon: A new client at Rebalance will typically have multiple retirement accounts scattered about in various locations, where they might not even be aware of all them, and they also might be invested in a lot of different ways – some high cost investments or just in investments that really aren’t appropriate for them. What we do is work with their former plan administrators and consolidate all of their accounts into one account.

This gives them a sense of what they have and they know that the plan that we’re going to put in place for them is really tackling all of their retirement money, as opposed to just one part of an overall solution for them.