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Frequently Asked Questions

Are you a financial planner?

Rebalance is an investment management firm. We are not “traditional” financial planners, but we specialize in retirement investing. In order to develop a plan for your IRA and other retirement accounts, and to help you grow it, we will discuss financial planning topics. If we find that your situation requires additional, more complex financial planning, we can recommend an hourly-fee planner in your area.

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