Expert Advice

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.

Sally Brandon: I’m very much a planner and I love to feel in control, so I can understand how unsettling it is for our clients who come to us and don’t have that sense of control of where their retirement is going. I think the mission at Rebalance is really to help clients retire with more. I feel that it’s really important that people have control and feel comfortable with the direction of their retirement money, so for us to put an investment strategy in place that will help them get to where they want to be and to have that control, it a great feeling.