How Does Rebalance Help Clients “Retire With More?”

Scott Puritz: The key to successful retirement investing is to think about it as a marathon, a long-term endeavor. We help our clients retire with more by providing them with low-cost proprietary portfolios, establishing the right plan that matches their temperament and their tolerance for risk, and building trust with them so that together we can think about succeeding in the long-term as markets go up and down.