Sally Brandon, Senior Vice President of Client Service & Advice helps clients feel comfortable with the direction of their retirement money, so that they feel in control. More on what makes Rebalance different.
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.