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Get control over your long-term retirement planning

What If I Have A 401(K) Plan With My Current Employer?

Sally Brandon, Vice President, Client Services for Rebalance talks about understanding the right type of investment vehicle for clients. Continue reading

 
Women are better retirement investors than men

Women And Retirement Investing

Sally Brandon, Senior Vice President of Client Service & Advice, shares why it’s important for women to understand how their money is invested. Continue reading

 
Get control over your long-term retirement planning

How Do You Stay In Touch With Clients At Rebalance?

Sally Brandon, Vice President of Client Services, shares how Rebalance ensures that clients have a clear understanding of how their portfolio is invested. Continue reading

 
Why reviewing your retirement plan should be annual

The Rebalance Annual Review

Sally Brandon explains what the Rebalance Annual Review is, and details how it helps our clients better understand their investments. Continue reading

 
Get control over your long-term retirement planning

The Power of Two Dedicated to You

Sally Brandon, Vice President of Client Services, discusses Rebalance’s power of two strategy for clients. Continue reading

 
Get control over your long-term retirement planning

Taking The Emotion Out Of Retirement Investing

Sally Brandon, Vice President of Client Services, explains how Rebalance works to take the emotion out of retirement investing for their clients. Continue reading

 
Get control over your long-term retirement planning

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. Continue reading

 
Get control over your long-term retirement planning

Helping Clients Feel In Control

Sally Brandon, Vice President, Client Services for Rebalance, on connecting with clients and helping them feel in control. Continue reading

 
Sally Brandon, VP of Client Services, Rebalance

Meet Sally

Sally Brandon, Vice President of Client Services at Rebalance, discusses why it’s so important to have a financial advisor you can count on. Continue reading